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James Pollard에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 James Pollard 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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This Man Helps Financial Advisors' Clients Navigate Medicare

41:42
 
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Manage episode 303204488 series 2898138
James Pollard에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 James Pollard 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

  continue reading

276 에피소드

Artwork
icon공유
 
Manage episode 303204488 series 2898138
James Pollard에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 James Pollard 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html

https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html

https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

  continue reading

276 에피소드

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