Hi Dave, New subscriber here. Very useful video, thanks very much. I'm curious what system you use for your referrals? I see that you are looking to get a bit of a plan together to share on socials, but are they mostly dialogues during meetings, or emails to current clients etc? Thanks, Rhodri from across the pond.
New sub here I’ve been in the business only a year. Been doing education workshops and dinner events as the only means. But what I really need is more appointments. I am S65- can you help me get a lead funnel content going or guide me th right direction?
Hello Brother Dave Zoller I'm a new Financial Advisor aka a Life Insurance Agent. What Transformations & What End Results do the customer wants , needs & hopes after purchasing Life Insurance Products like Estate Planning (Life Insurance), Wellness Planning (Health Insurance + Critical Illness Insurance), Child Education Planning (Education Insurance), and Retirement Planning (Retirement Insurance) ? I'm looking forward to hearing from you soon. Thanks Brother 🙏
I’ve been spending lots of time lately on asking advisors who are ahead of me, what they’re referral systems are. I plan to share more about this in the future.
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I am 1.5 years out in the field working hard to build my practice and by far referrals have worked the best! Great job
Great job! Thanks for the comment.
1. Advertising
2. Cold outreach
3. Content
4. Partners
5. Referrals
Thanks both. ❤
How can I get a good financial advisor?
I’d like to learn more about referral system Dave, thanks
Wonderful suggestion. I think referrals is the way to go!
Thanks, Jessica.
It’s a great way to go.
Thanks, Dave. This is great and I can absolutely relate.
Good! Thanks, Dave.
what is the digital drawing tool you're using? tablet, pen + app ?
I have centers influence from an estate planning attorney who presents with me on workshops. It’s worked out good but the volume isn’t there.
want to learn more on the referrals system
Thank you!
this is amazing. thank you.
You're very welcome!
Hi Dave,
New subscriber here.
Very useful video, thanks very much. I'm curious what system you use for your referrals? I see that you are looking to get a bit of a plan together to share on socials, but are they mostly dialogues during meetings, or emails to current clients etc? Thanks, Rhodri from across the pond.
New sub here
I’ve been in the business only a year. Been doing education workshops and dinner events as the only means. But what I really need is more appointments. I am S65- can you help me get a lead funnel content going or guide me th right direction?
Cold and Partners
Hello Brother Dave Zoller
I'm a new Financial Advisor aka a Life Insurance Agent.
What Transformations & What End Results do the customer wants , needs & hopes after purchasing Life Insurance Products like Estate Planning (Life Insurance), Wellness Planning (Health Insurance + Critical Illness Insurance), Child Education Planning (Education Insurance), and Retirement Planning (Retirement Insurance) ?
I'm looking forward to hearing from you soon.
Thanks Brother 🙏
what’s wrong with the “2 ways I get paid” it’s true lol
referrals....don't have a great process right now
I’ve been spending lots of time lately on asking advisors who are ahead of me, what they’re referral systems are.
I plan to share more about this in the future.
@@davezoller Yes please do, thank you for all the content !!
Referrasls