Player FM 앱으로 오프라인으로 전환하세요!
This Man Helps Financial Advisors' Clients Navigate Medicare
Manage episode 303204488 series 2898138
As a financial advisor, your expertise is centered around stocks, funds and other investments.
But what if a client needs help with Medicare? It has a significant impact on your client’s financial life - and supporting them with it lets you earn even more of their trust.
This week’s guest Brian McArthur helps financial advisors’ clients get the best possible outcome with Medicare and takes care of their headaches.
Want to add even more value by helping your clients with Medicare? Listen now!
Show highlights include:
- How 3-6 phone calls a year make you more money and earn even more of your clients’ trust. (8:52)
- The word-for-word script that gets clients to open up and let you solve their Medicare problems (9:16)
- Why Medicare is not a separate service, but an add-on for clients. (22:29)
- How working with an insurance agent makes your clients stay with you longer (24:39)
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to https://TheAdvisorCoach.com/webinar to register today.
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Discover how to get even better at marketing yourself with these resources:
https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
276 에피소드
Manage episode 303204488 series 2898138
As a financial advisor, your expertise is centered around stocks, funds and other investments.
But what if a client needs help with Medicare? It has a significant impact on your client’s financial life - and supporting them with it lets you earn even more of their trust.
This week’s guest Brian McArthur helps financial advisors’ clients get the best possible outcome with Medicare and takes care of their headaches.
Want to add even more value by helping your clients with Medicare? Listen now!
Show highlights include:
- How 3-6 phone calls a year make you more money and earn even more of your clients’ trust. (8:52)
- The word-for-word script that gets clients to open up and let you solve their Medicare problems (9:16)
- Why Medicare is not a separate service, but an add-on for clients. (22:29)
- How working with an insurance agent makes your clients stay with you longer (24:39)
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to https://TheAdvisorCoach.com/webinar to register today.
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Discover how to get even better at marketing yourself with these resources:
https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
276 에피소드
모든 에피소드
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.