Jim Palumbo on integrated service platforms for financial planning firms – MAF237

My guest this week is Jim Palumbo from Dynamic Advisor Solutions.

We talk about the benefits of integrated service platforms to bring focus and growth to financial planning firms.

Welcome to episode 237 of the Marketing and Finance Podcast.

Jim Palumbo on integrated service platforms for financial planning firms - MAF237

What you’ll hear about in this episode

  • The non-advice activities of running a financial planning firm
  • Freeing up advisers from the “business of business” to focus on financial advice
  • How to overcome “superman syndrome” and let go of the non-advice work
  • Swapping capability with a focus on growth
  • Spending 20% of your time of growth opportunities
  • Digital marketing techniques for financial advisers
  • The importance of a CRM system for client follow up

Access a special pack of video resources David has set up especially for MAF listeners, here.

Who is Jim Palumbo?

Jim is the Principal & Chief Development Officer at Dynamic Advisor Solutions.

He believes that when financial advisors are in charge of their own destiny, they are better able to represent their client’s interests. Dynamic Advisor Solutions has been built to be the most intuitive, comprehensive business system and suite of resources in the industry.

For nearly a decade, Dynamic has helped advisors follow their path to independence, efficiency, and growth. Jim provides insight to advisors and principals into the practices that work best in the most successful firms in America, collaborating to craft a plan to carry them into the future.

His passion is to put the client first and help advisors adopt best practices to bring their end clients the very best experience possible.

Links

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Angela Davidson on changing the language of protection advice – MAF233

My guest this week is Angela Davidson from Passion for Protection and we talk about changing the language used in protection advice to get more clients interested in getting covered.

Welcome to episode 233 of the Marketing and Finance Podcast.

Angela Davidson on changing the language of protection advice - MAF233

What you’ll hear about in this episode

  • Why protection insurance is never on top of people’s “to-do list”.
  • The complexity of mortgages and how to talk about protection at the same time
  • The stigma of all school protection selling techniques and what works better
  • How to make protection the foundation of all financial planning, even wealth management
  • Getting clients to say why they need protection rather than why they don’t
  • Building NLP techniques into advice conversations

Who is Angela Davison?

Angela is a passionate, energetic and driven freelance sales consultant, committed to raising the bar on protection in the financial services industry.

Breathing new life into tired sales processes and energising conversations around protection is her passion. She does this by means of; going back to basics, training in best practice, coaching soft skills, NLP, and imparting knowledge and personal experience build up over many years in the protection industry.

She says investing in self-development is a necessity and indeed a driving force and believes it’s a privilege, and incredibly rewarding, to work alongside advisers who desire a step change and take their own development to the next stage and beyond.

Links

If you enjoyed – Angela Davison on changing the language of protection advice – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

Don’t miss an episode of the MAF Podcast – subscribe now.

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If you like the Podcast please click

Been asked to put together a presentation? Don’t go straight to PowerPoint. Download this free eBook instead.

What are the 3 power words driving your business in 2020? – MAF230

This week I’m going to talk about my 3 power words for my business for 2020.

And hopefully, it might get you thinking about the power words that’ll drive your business this year.

Welcome to episode 230 of the award-winning Marketing and Finance podcast.

What are the 3 power words driving your business in 2020 - MAF230

What you’ll hear about in this episode

  • How all this 3 power words thing started
  • Why listening, and I mean really listening, is important in the marketing process
  • Engaging communications are more important than ever in a world drowned with intrusive noise
  • Why a presentation or talk should be a performance rather than a flood of PowerPoint slides

Links

If you enjoyed – What are the 3 power words driving your business in 2020 – please leave a comment or a review on iTunes.

And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

Don’t miss an episode of the MAF Podcast – subscribe now.

Subscribe on iTunes     Subscribe by RSS Feed

If you like the Podcast please click

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