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© Your Retirement Team
Description
Helping Bank Financial Professionals remain relevant and get more out of their business.
As you travel from bank branch to bank branch, spend your time wisely - WITH US.
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Created by Nick Bond, Paul Gauger, & Jason Smith.
Contributors:
Nick Bond
Paul Gauger
Jason Smith
Paul Kingsman
Natalie Kropuenske
As you travel from bank branch to bank branch, spend your time wisely - WITH US.
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Created by Nick Bond, Paul Gauger, & Jason Smith.
Contributors:
Nick Bond
Paul Gauger
Jason Smith
Paul Kingsman
Natalie Kropuenske
41 Episodes
Reverse
Natalie Kropuenske shares how understanding this concept is key to getting your clients where they want to be.
In your client's story, THEY ARE THE HERO. And they should be.
They don't need you to save them, they need you to guide them.
They can't do it on their own.
Remember...
Luke had his Yoda.
Frodo had his Gandalf.
Tommy Boy had his Richard.
They need you to show them the way.
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Paul Gauger dives into 4 common objections that Financial Advisors hear from their clients regarding annuities.
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IF INCOME IS YOUR OUTCOME...
Then you (and your client) have some decisions to make.
Fortunately you have options, and a team ready to help decide which is the best.
Whether your client needs Income Now, or Income Later, solutions are available.
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Imagine you’re on the 10 yard line, 🏈
1st & GOAL,
Which offense is going to get you into the end zone?
Now imagine the end zone is RETIREMENT,
And you’re in the RED ZONE, just a few years away from retirement.
Which financial solution can GUARANTEE YOU’LL NEVER LOSE A YARD (or a dollar) and help you get to retirement with confidence safely?
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You have your FIRST MEETING coming up with a client.
You should know the 3 things you can do before and during that will make this meeting a success.
Nick Bond shares 3 SIMPLE TACTICS that will help your client feel understood, and want to do business with you sooner.
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"This idea is too simple, every advisor must be doing it, RIGHT?"
Wrong.
Paul Kingsman shares two easy ideas to help you stay front of mind with clients this summer, and help them look smart at the same time.
Let us know if you want more help connecting and impressing potential clients.
www.ashbrokerage.com
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Quality over Quantity… We’ve all heard this before.
Is your Service Line focused on the RIGHT targets to increase your Wealth revenue?
Which partners can you count on to give them the tools to IDENTIFY and CONNECT you with ideal prospects?
To SCHEDULE A VIRTUAL WEALTH HUDDLE, reach out to us today!
317-775-6347
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Send in a voice message: https://podcasters.spotify.com/pod/show/jason-smith60/message
If you were using TOO MANY of your client's assets to GENERATE INCOME, when would you want to know?
If you want to know how to give your clients MORE INCOME, USING LESS ASSETS
Listen to Nick Bond describe a little known strategy, then call us.
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Send in a voice message: https://podcasters.spotify.com/pod/show/jason-smith60/message
Milk goes bad...
And whether we like it or not, Some financial solutions get stale.
BUT WHO'S CHECKING THE EXPIRATION DATE?
Ash Brokerage will let you know if the solutions your clients put in place years ago are still appropriate for their current situation.
To start a review, reach out to us today!
317-775-6347
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Send in a voice message: https://podcasters.spotify.com/pod/show/jason-smith60/message
Give a listen for the TOP CONCEPTS AND TOPICS we are discussing in January,
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BEHAVIOR. ATTITUDE. TECHNIQUE.
The 3 elements required for SUCCESS IN ANYTHING.
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The Tortoise or the Hare? Do you remember who wins in the end?
Hear a real success story from two of your peers, over a year in the making, where the client goes from Shell-Shocked to Reassured.
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What’s the number one fear of retirees? The answer… Running out of money.
Most of us have heard this statistic before, so the real question is… “What can YOU do about it?”
Paul Gauger discusses how eliminating this uncertainty and providing income for life is easier than you might think.
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A recent study found only 16 percent of Fortune 500 companies offered pension plans.
That’s a dramatic drop from the 59 percent of that same group of employers that offered pensions in 1998.
Is a “Pension” in Retirement any less important in 2020 than in the past?
Let’s talk about Retirement Income
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Who is the target audience for this concept?
Why is it a viable solution?
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A pristine golf course or a busy 4 lane highway... Which would you rather have in your backyard?
Paul Gauger, Retirement Income Consultant with Ash Brokerage, explains how asking this question can help you position Fixed Index Annuities with your clients.
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Do you know what your counterparts are doing to stay front of mind with clients and customers?
We do!
We learned a lot from our conversations with you, and it's time to share. Nick Bond shares the top 3 ways you all are building momentum for the second half of the year.
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Send in a voice message: https://podcasters.spotify.com/pod/show/jason-smith60/message
Do you remember the last time you were cruising down the highway and… you missed your exit. How frustrating.
Don’t you wish you could exit whenever you wanted?
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How many times have you heard this from a client?
“Let’s wait and see…” "Rates should go up soon…” “I’ll just stay where I am…”
And where does the conversation go from there?
Listen for a proven strategy that will help clients feel at ease about repositioning some of their savings.
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Send in a voice message: https://podcasters.spotify.com/pod/show/jason-smith60/message
If you want to feel more comfortable, more confident when presenting wealth transfer solutions to your clients... Here's an idea for you.
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Send in a voice message: https://podcasters.spotify.com/pod/show/jason-smith60/message
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