Tag Archives: Seminars

How To Deal With Unsuccessful Seminars with Roy Snarr, CFF®, CLTC®, NSSA®, LACP™ (Ep. 52)

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“In the very first workshop I did, I made zero money. There were just 20 people, and I received only one appointment.” — Roy Snarr, CEO of Snarr Financial & Insurance Services, Inc.

Despite spending thousands of dollars and countless hours, your seminar might not go as planned. So, how do you deal with such unsuccessful seminars?

In this episode, Brad Swineheart joins Roy Snarr, CFF®, CLTC®, NSSA®, LACP™, author, speaker, founder of Snarr Academy, and member of the Million Dollar Round Table (MDRT). Together, they talk about how failed seminars can contribute to long-term success for advisors.

Roy discusses: 

  • How to gather an audience for less popular (and sometimes unattractive) seminar topics
  • The power of consistency in event marketing
  • Why November and December are great months to host seminars
  • How to skyrocket your post-seminar engagement through personalized videos
  • And more!

Resources:

Connect with Roy Snarr:

Connect with White Glove:

About Our Guest:

With over a decade of experience, Roy Snarr has helped thousands of people from coast to coast become educated on the most relevant retirement planning strategies. Roy has also made regular ongoing national/local television appearances on all major networks and is a nationally syndicated published author and contributor. 

His dedication and passion have enabled him to build a nationally recognized business and be a part of the most pristine association of financial professionals, the Million Dollar Round Table (MDRT). 

In addition, Roy serves as a local board member for the Society of Financial Services Professionals (FSP). Roy’s current designations include CFF-Certified Financial Fiduciary® LACP-Life and Annuity Certified Professional and the NSSA (National Social Security Advisor).

Roy is also the founder of Snarr Academy, a revolutionary training and credibility platform designed to help agents, advisors, and agencies succeed in the Asset Protection and Long Term Care Space.

Being Your Own Boss with Curtis Cottle (Ep. 51)

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Have you ever felt like a general 9-5 office job may not be for you? Wondering what it would be like to work for yourself and manage your own business defined by your rules and processes?

Then self-employment might be the direction for you. 

Although managing your own business may seem like a never-ending process of delegating, coaching, and managing, there are a number of benefits to this type of employment, including being your own boss. 

In this episode, local investment advisor representative and licensed insurance professional Curtis Cottle joins Brad Swineheart to explain how he kick-started his career in the retirement and financial services industry. Curtis also sheds light on the processes he has integrated into his business model as a first-time entrepreneur. 

Curtis discusses: 

  • How to know if self-employment is right for you
  • Ways he has been implementing education, marketing, workshops, and seminars within his business 
  • How the pandemic impacted the way he connected with clients and prospects 
  • What people don’t tell you about starting a business from the ground up
  • The power of coaching and how it can benefit your team and business
  • And more!

Resources:

Connect with Curtis Cottle:

Connect with White Glove:

About Our Guest:

Local investment advisor representative, and licensed insurance professional, Curtis Cottle, is highly achieved in business and finance. Many pre-retirees and retirees have been served and educated on how to potentially preserve their assets, increase their income and reduce their income taxes.

In 2011 Curtis qualified for the Top Producers Escape sponsored by Insurance Agency Marketing Services, Inc. Here, he was recognized for being in the top 5% of all producing agents. When he first qualified, he was the youngest ever to have achieved this degree of recognition. Curtis is also a featured local speaker helping retirees and pre-retirees with seminars focused on how to Optimize Your Social Security Benefits.

What now? Here’s What You Need to Know About Seminars with Frank Maselli (Ep. 49)

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When looking to attract new clients, it is vital to understand what the landscape looks like before you jump back into the same old prospecting routine.

By strengthening presentation skills, many advisors have learned how to communicate effectively both in person and virtually to connect with prospective clients, creating loyal connections for the years to come. 

In this episode, Brad Swineheart speaks with Frank Maselli, best-selling author, award-winning keynote speaker, and coach at White Glove. Frank shares must-know public speaking techniques while explaining his approach to helping advisors shape and sharpen the work they do through seminars and information sessions. 

Frank discusses: 

  • The role of emotions when it comes to connecting with new clients 
  • Exactly how to deliver an engaging presentation and seminar
  • Storytelling as a seminar asset 
  • How to build a foundation of trust among prospective clients
  • How online webinars have changed the environment of financial services
  • The value of having an online presence in today’s business world
  • And more!

Resources:

Connect with Frank Maselli:

Connect with WhiteGlove:

About Our Guest:

Frank Maselli is a 3X best-selling author and an award-winning keynote speaker and coach in the financial services industry. For over thirty years, Frank has helped thousands of financial professionals grow and enjoy their business with modern skills that resonate with today’s clients. His programs are founded on deep expertise in human psychology, and he is renowned for his cutting-edge thinking and his electrifying (and entertaining) delivery.