Impact Partnership
Impact Partnership
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Selling with Stories: How a Financial Advisor Should Talk about Fees
Regardless of how much someone likes or needs a product, there is always a twinge when the fees for obtaining that product come due. This rings especially true for financial advisors as the standards and regulations regarding fees and how they are calculated can be as vague and confusing as the market analysis clients are paying advisors to worry about anyways. On this episode of Selling With Stories, Impact Partnership’s Randy Cook explains how addressing fees can be simpler when showing the VALUE of your comprehensive services rather than trying to put an itemized amount on every tiny action. When your client is clear on what they know is being done for them, discussing fees can be less of a pain point.
Selling with Stories Playlist: ua-cam.com/play/PLFBdHoHsCOFycmwdZCq7wJtp7lhXQbZuT.html
Impact Partnership - IMO for Financial Advisors
We’re Not Your Standard Insurance Marketing Organization
We offer creative marketing services for financial advisors to help build their brand, generate leads, and manage their practice. We’ll help you transition from salesperson to CEO and business owner through coaching, strategic marketing, and a true partnership.
Our website: impactpartner.com/?
Hear More of Our Story: impactpartner.com/our-story/?
Schedule a Visit & Experience the Impact Difference: impactpartner.com/contact/?
Financial Advisor Case Studies: impactpartner.com/results/?
Marketing Services We Offer:
Branding for Financial Advisors: impactpartner.com/brand-strategy/?
Radio for Financial Advisors: impactpartner.com/radio/?
TV for Financial Advisors: impactpartner.com/television/?
Lead Generation for Financial Advisors: impactpartner.com/lead-generation/?
Digital Marketing for Financial Advisors: impactpartner.com/digital-marketing/?
Don’t forget to subscribe for more financial advisor marketing resources and exclusive content.
SUBSCRIBE HERE: ua-cam.com/channels/5_anD5eWOIYJhGpz-se5XQ.html?subconfirmation=1
Grow Your Practice™. Change Your Life.
Stay up to date with us:
Twitter: Impact_Partner/
Facebook: ImpactPartnership/
Instagram: theimpactpartnership
LinkedIn: www.linkedin.com/company/the-impact-partnership/
#financialadvisorcoaching #financialadvisors #storytelling #salestips #independentinsuranceagent #financecoach #subscribe #financialfreedom #retirement
Переглядів: 55

Відео

Get the Media You Need | Financial Advisor Testimonial
Переглядів 22День тому
A professional approach to your media presence from Impact Partnership doesn’t just make you look good on TV. We make your career easier by getting the important work done for you, getting you back to crafting the ideal retirement for your clients. Team with Impact and let us help you reach your media potential. Click here to learn about our training events and Impact Destinations 👉 impactpartn...
How to Repurpose Your Media | Financial Advisor Marketing
Переглядів 259День тому
Impact’s Chief Marketing Officer, Alex House, is delivering her House Rules for repurposing your old media in new ways. While having a presence through TV, radio and podcasts is a great start, there’s still room to maximize your exposure. Clip appearances into digestible bites and upload them to your website, UA-cam channel and social media outlets. Turn one segment into ten and stay on everyon...
Q1 Marketing Strategies for Financial Advisors: How to Start the Year Strong
Переглядів 109День тому
In this episode of Ready, Set, Grow, we discuss powerful marketing strategies for financial advisors to help you stand out and grow your practice. From planning for Q1 to leveraging tax season and political changes, we cover diverse approaches that will keep you ahead of the curve. We also share innovative event ideas to engage clients, tips for maximizing relationships with existing clients, a...
Selling with Stories: Different Risk Tolerances and Financial Advisors
Переглядів 37День тому
In retirement, it’s important to keep an eye on finances. After all, if someone already in retirement runs out of money, there aren’t many options to earn it back and maintain a built up standard of living. As Impact Partnership’s Selling With Stories notes this week, most people are inherently good about not running out of money. However, they tend to accomplish that by spending less, taking f...
Planning for 2024? Maintain Momentum with Data-Driven Decisions #financialadvisormarketing
Переглядів 13014 днів тому
In this episode of Ready, Set, Grow Podcast, we encourage financial advisors to take a step back and reflect on the past year to fuel their planning for the upcoming one. We discuss how maintaining momentum during the holiday season is crucial and offer creative event ideas to engage clients as the year winds down. We also dive into effective client appreciation strategies that can strengthen r...
Selling with Stories: Ditch the "Ums" and "Sos"
Переглядів 11014 днів тому
On this episode of Impact Partnership’s Selling With Stories, host Randy Cook is taking a page out of a musical playbook. Some jazz musicians will say that the genre can sometimes be about the notes you DON’T PLAY. For financial advisors, the key to growing your practice and connecting with clients might be helped by some words you DON’T SAY. An advisor might have all the necessary knowledge an...
Hosting a Golf Event | Financial Advisor Marketing
Переглядів 15821 день тому
Impact’s Chief Marketing Officer, Alex House, is delivering her House Rules for hosting creative golf events. A golf outing for you and your clients makes for a unique and relaxed event approach while also getting you in front of people who might not attend dinner seminars. Make your group preparations ahead of time and get your invites out well in advance - you don’t want to miss the opportuni...
Election Season Survival Guide for Financial Advisors: Retain Clients & Grow!
Переглядів 8821 день тому
Election Season Survival Guide for Financial Advisors: Retain Clients & Grow!
Selling with Stories: How to Talk Politics to Clients and Prospects as a Financial Advisor
Переглядів 10621 день тому
Selling with Stories: How to Talk Politics to Clients and Prospects as a Financial Advisor
Experience the Impact Difference
Переглядів 6921 день тому
Experience the Impact Difference
Impact Media Program | High Quality Media for Financial Advisors
Переглядів 10528 днів тому
Impact Media Program | High Quality Media for Financial Advisors
Financial Advisors: How Year-End Policy Reviews Can Save Client Relationships!
Переглядів 183Місяць тому
Financial Advisors: How Year-End Policy Reviews Can Save Client Relationships!
Selling with Stories: Debunk the Social Security Myths
Переглядів 115Місяць тому
Selling with Stories: Debunk the Social Security Myths
Staying Apolitical in a Political World | Financial Advisor Marketing
Переглядів 66Місяць тому
Staying Apolitical in a Political World | Financial Advisor Marketing
Proactive Planning & Marketing Tips for Financial Advisors
Переглядів 312Місяць тому
Proactive Planning & Marketing Tips for Financial Advisors
Selling with Stories: Dodge the "Retirement Crisis"
Переглядів 135Місяць тому
Selling with Stories: Dodge the "Retirement Crisis"
Tax Changes Are Coming - What Financial Advisors Need to Know
Переглядів 154Місяць тому
Tax Changes Are Coming - What Financial Advisors Need to Know
Selling with Stories: Make Taxes Simple
Переглядів 60Місяць тому
Selling with Stories: Make Taxes Simple
Impact Podcast Program | Podcast Marketing for Financial Advisors
Переглядів 275Місяць тому
Impact Podcast Program | Podcast Marketing for Financial Advisors
Celebrating Your Client's Retirement | Financial Advisor Marketing
Переглядів 34Місяць тому
Celebrating Your Client's Retirement | Financial Advisor Marketing
Level Up Your Follow Up: After the Seminar Tips for Financial Advisors
Переглядів 97Місяць тому
Level Up Your Follow Up: After the Seminar Tips for Financial Advisors
Selling with Stories: The 5 Magic Words
Переглядів 67Місяць тому
Selling with Stories: The 5 Magic Words
How to Become the Obvious Choice | Financial Advisor Testimonial
Переглядів 50Місяць тому
How to Become the Obvious Choice | Financial Advisor Testimonial
Financial Advisors: Elevate Your Next Seminar with These Simple Tips
Переглядів 1012 місяці тому
Financial Advisors: Elevate Your Next Seminar with These Simple Tips
Selling with Stories: How to Talk About Long-Term Care
Переглядів 282 місяці тому
Selling with Stories: How to Talk About Long-Term Care
Branded Merch and You | Financial Advisor Marketing
Переглядів 382 місяці тому
Branded Merch and You | Financial Advisor Marketing
Maximize Your Seminar Success: Top Tips to Boost Client Conversions
Переглядів 1632 місяці тому
Maximize Your Seminar Success: Top Tips to Boost Client Conversions
Selling with Stories: How to Talk About the Fed
Переглядів 332 місяці тому
Selling with Stories: How to Talk About the Fed
Election 2024: Mastering Political Conversations with Clients
Переглядів 892 місяці тому
Election 2024: Mastering Political Conversations with Clients

КОМЕНТАРІ

  • @EmaanGraphics
    @EmaanGraphics День тому

    nice videos sr f you need to get better thumbnail's . let me know . i will help you.

  • @Safiislam-r9i
    @Safiislam-r9i 7 днів тому

    Hi Sir, Do you need a professional youtube thumbnail designer,?

  • @displaceyourdespair
    @displaceyourdespair 8 днів тому

    I love it! Using Mach den Meister!

  • @JuliaKnight-nu9sb
    @JuliaKnight-nu9sb 18 днів тому

    Do you guys have a program to help our company with this?

  • @charisserivers1246
    @charisserivers1246 Місяць тому

    Your amazing!

  • @CodysMama2
    @CodysMama2 Місяць тому

    outstanding!

  • @Cancinomedia
    @Cancinomedia Місяць тому

    100% Prospects require a “vision” that they replay in there head like a movie… the more the relatable the more they can picture themselves as the characters/hero who accomplishing and or vanquishing their dragon 🐉! You’re the Wise supporting wizard 🧙‍♀️ in their story

  • @charisserivers1246
    @charisserivers1246 2 місяці тому

    Randy, You are a Rockstar and the best radio coach a gal could ever ask for over the last 10 year.

  • @SandfordSmythe
    @SandfordSmythe 2 місяці тому

    I frankly don't understand some of the arguments here. Maybe its the syntax being used.SSDI is going to be used to bailout SS. This is lawfull by Congress to do. They do make the laws They have historically been used the help each other out through changing the portions going to each from FICA. The problem is not the payments going to dependents [or illegals ], bu simple demographics.

  • @BF-nq4mx
    @BF-nq4mx 2 місяці тому

    What about 2033?

  • @brogeorge4039
    @brogeorge4039 2 місяці тому

    😐

  • @thisguyhere675
    @thisguyhere675 2 місяці тому

    So how is money running out in social security? Didn't they print 33 trillion dollars?

    • @HerecomestheCalavera
      @HerecomestheCalavera 2 місяці тому

      Crazy that we live in a world where we work for worthless paper with numbers on it and it has value just because higher up people say it does.

  • @OrangeDrink
    @OrangeDrink 2 місяці тому

    Rare to hear facts, thanks. Though the need to society for help in disabilities the use of social security. The plan to use and pay later caused growth in its time. pressures not limited to reduced working pool to dependency ratios and a longer life expectancy will cause change on its own. The extra burden of continuous none contributing dependents will eventually drain the funds and be cause for restructuring. As most individuals and family's would like the program to continue with its intended value restructuring must have a dependable new source of funds to cover the non contributing dependents, that source if written as a tax or dollar inflationary guarantee without the need for floor vote would help us to veiw it as a dependable fund and cause long term growth in private industries. Or we could keep it as a needy fund and talk about it every election 😂

  • @thomasbrueckner609
    @thomasbrueckner609 2 місяці тому

    Great job, guys! Excellent content, relevant and spot on. There are actually two types of fiduciaries in our profession: captive and independent. A captive fiduciary is the W-2 employee of a major brokerage firm, a firm that requires him or her to sell only their offerings of mutual funds and insurance products, lest they be guilty of “selling away”, a violation potentially resulting in suspension or loss of license. A true fiduciary has to be able to say that they provided you with the best available solutions for the challenges/needs with which you presented-not merely the best solutions that their brokerage firm has to offer. An independent fiduciary works for you, not the mothership of a major brokerage firm. They have access to all of the products in the marketplace and can truly claim to have offered you the best fitting solutions for your unique needs. The former may be able to claim to be fiduciaries based on licensure and how they're paid, but their first obligation is always to their employer, not to the consumer. Any wealth management firm that understands that the most prevalent fear of retirees and pre-retirees polled is one of outliving their money, yet doesn't offer guaranteed lifetime income solutions like annuities-especially in today's higher interest rate environment when those products are performing better than they have in a quarter century-is not acting in your best interest, and is therefore not a true fiduciary.

  • @CapitalWealthSolutions
    @CapitalWealthSolutions 4 місяці тому

    The Marketing Gods have entered my advisor life on Independence Day 2024. Free me from the burdens of self directed marketing!

    • @impactpartnership
      @impactpartnership 4 місяці тому

      Glad you find our video insightful! To learn more about Impact, feel free to visit our website and fill out our contact form: impactpartner.com/lead-generation/?

  • @davidkatz3477
    @davidkatz3477 4 місяці тому

    Thank You! Great information. Who would I speak with about getting my own website?

    • @impactpartnership
      @impactpartnership 4 місяці тому

      To get more information about our web services, you can head over to our website, fill out the form, and someone will be in touch! impactpartner.com/contact/?

  • @ExecutiveFinancialGroup
    @ExecutiveFinancialGroup 4 місяці тому

    Love it! Can't wait to see what is in store!

  • @CodysMama2
    @CodysMama2 5 місяців тому

    awesome tips and insights!

  • @CodysMama2
    @CodysMama2 5 місяців тому

    EXCELLENT insight!

  • @CodysMama2
    @CodysMama2 5 місяців тому

    GREAT insight and useful tips... excellent presentation too!

  • @impactpartnership
    @impactpartnership 9 місяців тому

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    @impactpartnership 9 місяців тому

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    @impactpartnership 9 місяців тому

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    @impactpartnership 9 місяців тому

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    @impactpartnership 9 місяців тому

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    @impactpartnership 9 місяців тому

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    @impactpartnership 9 місяців тому

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    @impactpartnership 9 місяців тому

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    @impactpartnership 9 місяців тому

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    @impactpartnership 9 місяців тому

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    @mdnahidseo 9 місяців тому

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  • @BigRizBeats
    @BigRizBeats 10 місяців тому

    Happy holidays Impact!

  • @MarketingDissections
    @MarketingDissections 10 місяців тому

    I'm sure some advisors don't wanna bother people. But most businesses reach out too little, not too much. Plus, are you any good? Then reach out to offer whatcha got.

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    @hearttouchingboy1873 Рік тому

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  • @mtnmoneyman
    @mtnmoneyman Рік тому

    Love it🎉