Episode 1 – Redtail for Client Relation Management and Marketing Support
Recorded Live, March 27th, 2024
Jeff interviews Cari Sinclair as they highlight the benefits of Redtail CRM for advisors, focusing on lead management, note-taking, and client relationship building. Discussed are features like automated contact addition, keyword organization, and direct communication options. Consistent CRM usage for communication and compliance is stressed, as well as the the benefit of enhancing advisor-client interactions and improving the client experience.
Top Rank Advisors National Call
Recorded Live, June 3rd, 2024
This week, Ryan emphasized the importance of building a sustainable marketing platform and mastering the fundamentals of sales strategy. We discussed setting 90-day production goals and using a leaderboard to promote accountability. The focus for the second half of the year, especially during the summer, is on scaling our businesses to the next level. We highlighted the need for a written game plan for the next six months to drive business growth and the value of regular seminars to support this scaling.
Episode 2 – Legacy Lock Will and Trust Training and Best Practices
Recorded Live, April 3rd, 2024
Jeff Roediger discusses how legacy planning and estate organization merge financial planning with estate law, utilizing questionnaires and asset map for a holistic approach. Also reviewed are tailored marketing strategies for financial advisors to promote effective estate planning, including wills, trusts, and beneficiary reviews, specifically addressing federal employees’ needs.
Top Rank Advisors National Call
Recorded Live, June 10th, 2024
On our weekly national call, we discussed strategic planning for retirement savings, annuity sales, and Roth conversion strategies. Key points included optimizing retirement income, minimizing taxes, and growing wealth with life insurance and annuities. We also emphasized the importance of clear financial planning, using visual aids to build client trust, and leveraging annuities and long-term care to fund other financial vehicles.
Episode 3 – Asset-Map Training
Recorded Live, April 10th, 2024
Asset-Map Client Manager, Brad Janicki discusses client onboarding with Asset Map, automating fact-finding for advisors, using Asset Map for client engagement, and digital tools for gathering financial information. Discussions include retirement planning, loss management, integrating Riskalyze with Asset Map, and AI-powered financial analysis tools. All of this to express the focus on streamlining processes and enhancing client outcomes through innovation
Top Rank Advisors National Call
Recorded Live, June 17th, 2024
During this week’s national call, the importance of integrity, honesty, and dedication in sales and client servicing was emphasized. Alex shared his journey from AIG Retirement Services to Top Rank, highlighting how hard work helped him overcome challenges. Another participant discussed gaining confidence and dedication in sales strategies. Both stressed that these values build trust with clients and lead to success.
Episode 4 – TRA and AEM Subscriber Marketing Opportunities
Recorded Live, June 12th, 2024
Jeffrey Roediger and Cari Sinclair discuss effective marketing techniques emphasizing the importance of identifying a target audience, leveraging automated social media messaging, and optimizing websites for search engines. Also highlighted is the importance of utilizing technology and training to streamline the estate planning process and improve sales efforts, including the use of turnkey systems, digitalized fact-finding tools, and comprehensive discovery and onboarding templates.
Top Rank Advisors National Call
Recorded Live, July 8th, 2024
Learn about the crucial onboarding process for clients using our software tools. Candace Mastropolo discusses the importance of preparation, communication, and accuracy in setting up an online financial profile. She covers collecting personal information, managing client visibility, and accurately tracking net worth, monthly expenses, and investments. Discover how a smooth and efficient onboarding process can help clients maximize the potential of our software.
Episode 5 – Working with a Virtual Assistant
Recorded Live, June 19th, 2024
Unlock the potential of your sales and marketing strategies when you introduce the critical role of appointment setting and virtual administrative support. This training addresses the common challenges faced when reaching out to employee prospects and highlights the transformative benefits of specialized handling. You’ll discover how virtual assistants can revolutionize appointment scheduling and support systems, automate systems such as the estate planning processes tailored to specific products and advisor roles, and manage meetings efficiently. These insights on preparing attendees, training on scripting, and conducting personalized follow-ups can lead to a 5% increase in retention and a more streamlined planning process.
Top Rank Advisors National Call
Recorded Live, July 15th, 2024
This week, Ryan goes into planning for the next six months, identifying untapped markets, and analyzing market data to pinpoint profitable areas. He discusses the importance of building relationships with CPAs, obtaining a Legacy Lock license, and maximizing lead generation through personalized communication, follow-up, and multi-channel approaches. Listen to how a well-thought-out plan and diverse tactics can drive business growth.
Episode 6 – How to Pivot from the Payroll Protection System to Long-Term Care
Recorded Live, June 26th, 2024
This week’s video focuses on the critical need for long-term care planning for federal employees, especially given the recent suspension of the federal long-term care plan. It explores the educational aspects and potential sales opportunities in life insurance and disability coverage. Additionally, the video highlights the importance of digital fact-finding tools in retirement income planning, aiming for a streamlined process to aid advisors and clients.
Episode 7 – AEM Marketing and Sales Funnel
Recorded Live, July 10th, 2024
Jeff and Alex discuss strategies for generating leads and converting them into loyal clients in estate planning. They emphasize timely follow-up, personalized marketing, and automated communication, while highlighting the importance of creating a holistic approach to address potential clients’ concerns.
Episode 8 – How to Create New Sales with an Effective Client Review Meeting
Recorded Live, July 17th, 2024
This session covers the significance of reviewing and nurturing leads, identifying and targeting specific audiences effectively, and prioritizing and organizing clients and contacts efficiently. We’ll emphasize building and maintaining strong client relationships, tracking retirement assets, and utilizing software tools for client management.
