Month: October 2023

FEATURE
Sharing Your Personal “Why” Story to Build Trust & Communication with Deirdre Van Nest (Ep. 26)

Sharing Your Personal “Why” Story to Build Trust & Communication with Deirdre Van Nest (Ep. 26)

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Today, we dive into the art of personal branding and effective communication in the financial advisory business. 

In the saturated landscape of financial services, standing out requires more than a typical sales pitch. Our guest, Deirdre Van Nest, Founder of Crazy Good Talks, believes in debunking the conventional approach of merely showcasing services. Instead, champion the power of authentic storytelling to forge genuine connections with your clients.

When differentiation is scarce, sharing your personal “why” story serves as the bedrock of your marketing strategy. It’s not just about what you do; it’s about why you do it. Additionally, we underline the correlation between effective communication skills and audience engagement, asserting that being a proficient communicator significantly amplifies your reach and influence.

Join us as we explore the essence of presenting yourself and your brand authentically, and how it can truly resonate with your audience.

In this episode, you’ll gain key insights into:

  • Prioritizing authenticity over pitching 
  • The power of your “why” story
  • Revealing your personal side through social media
  • Building deep relationships and human connections
  • And more!

 

Connect with Lara Galloway:

Connect with Deirdre Van Nest:

About our Guest:

Deirdre Van Nest is a top-rated international Keynoter, Speaking Coach, Story Strategist and the founder of Crazy Good Talks; a company devoted to helping financial professionals and entrepreneurs fast-track their Know, Like and Trust Factor so they get to the “YES” quicker. She welcomes your connection request on LinkedIn, and you can check out her services by going to www.crazygoodtalks.com.

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FEATURE
The Growth Formula: Sub-Reps, Lead Gen and Advisor Empowerment with Jeff Grail (Ep. 25)

The Growth Formula: Sub-Reps, Lead Gen and Advisor Empowerment with Jeff Grail (Ep. 25)

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Today, we discuss the dynamic role that sub-reps and lead generation strategies, such as educational workshops, play in helping advisors scale their firms.

Central to this growth strategy is empowering sub-reps through comprehensive training specifically tailored for various platforms like seminars and webinars. Our esteemed guest, Jeff Grail, Co-Founder and SVP of Strategic Partnerships at White Glove, emphasizes the criticality of adapting your training methodology to ensure success across these varied mediums. He also highlights the importance of fostering influential mentorships with the next generation of financial professionals.

We address a common concern among advisors — the reluctance to hire sub-reps due to uncertainties in lead generation. By illuminating lead generation’s indispensable role in business scaling, we illustrate how bringing on sub-reps can significantly augment enterprise value, laying the foundation for sustained and substantial growth.

In this episode, you’ll gain valuable insights into: 

  • Adapting your approach for impactful seminars vs. webinars
  • Hiring local sub-reps to better tailor your services
  • Where to find sub-reps and recommended pay structures
  • Overcoming the lead generation challenge
  • Enhancing your enterprise value
  • And more!

 

Connect with Lara Galloway: 

Connect with Jeff Grail:

About our Guest: 

For more than 20 years, Jeff has been responsible for generating strategic partnerships, joint ventures and host beneficiary relationships inside fast-moving organizations and established organizations. Jeff has been with White Glove since its inception in 2015. In his role, he creates strategic relationships with IMOs, FMOs and financial associations across the United States and Canada. 

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