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4 minutes | Oct 11, 2021
"WHAT'S YOUR BEST RATE?" - How Should You Answer This Question?
Every month, they come back into the bank and ask the same question... "What's your best rate?" And you know as soon as you tell them the rate... they're out the door and down the road to the next bank, asking the same question. Nick Bond shares 3 simple responses that will stop them in their tracks, and help them understand why a deeper conversation is always more beneficial than just "the best rate". --- Send in a voice message: https://anchor.fm/jason-smith60/message
3 minutes | Oct 1, 2021
Is That Your $50 Bill?
"If you saw a $50 bill on the ground would you stop to pick it up?" Paul Gauger explains how asking your clients this simple question could spark their interest in a solution other than a bank CD. October is CD Renewal Month, making right now the optimal time to get in front of as many CD clients as possible. --- Send in a voice message: https://anchor.fm/jason-smith60/message
3 minutes | Aug 27, 2021
Don't Waste This Question - "How are you doing?"
Paul Kingsman explains that when clients ask HOW YOU'RE DOING, it's best to describe WHAT YOU'VE BEEN DOING to equip them with words to easily refer you to others. Instead of treating the question, “How are you?” as a throwaway line, determine to respond in a more valuable way. Practice the words to succinctly tell who you’ve been helping. Then, having planted the details of who and how you help in their minds, quickly redirect the conversation to them, so they know you’re genuinely interested in them. --- Send in a voice message: https://anchor.fm/jason-smith60/message
3 minutes | Aug 2, 2021
TOP 3 CLIENT IDEAS for August
MAXIMIZING CLIENT OPPORTUNITIES WITHIN THE BRANCH – A concept we hear often with Huddle Sessions, and certainly as important as ever. Sometimes looking beyond the “typical” opportunities like Large Deposits, CD Ownership, Bank IRAs, etc., can also create some great conversations. Pulling ideas from recent Huddles we’ve been a part of in the field, we wanted to share (3) areas of interest. Each comes from a place of truly helping to be a resource for clients. Listen and then get together with your Branch Team about these opportunities at your location! --- Send in a voice message: https://anchor.fm/jason-smith60/message
2 minutes | Jul 12, 2021
Who Wants to be a Millennial Millionaire?
You most likely know there is a HUGE transfer of wealth taking place right now in America. But what are you doing to ensure you're retaining or attracting that money when it moves from one generation to the next? Listen as Paul G gives some insights on how you can help your clients when they need you most. --- Send in a voice message: https://anchor.fm/jason-smith60/message
4 minutes | Jun 23, 2021
THE REAL POWER OF CHOICE, YOUR CLIENTS KNOW WHAT THEY WANT
Have you ever had to return a gift someone gave you, either it was the wrong size or wrong style? Wouldn’t it have been nice to have some input? The same is true in selecting a solution for your client. Nick Bond explains how Involving your client in the decision making process goes a long way in accomplishing two things… Avoiding future objections Creating longer lasting relationships Listen and prevent your client from returning what you picked out for them. --- Send in a voice message: https://anchor.fm/jason-smith60/message
2 minutes | May 26, 2021
YOU'RE NOT THE HERO... and that's okay.
Natalie Kropuenske shares how understanding this concept is key to getting your clients where they want to be. In your client's story, THEY ARE THE HERO. And they should be. They don't need you to save them, they need you to guide them. They can't do it on their own. Remember... Luke had his Yoda. Frodo had his Gandalf. Tommy Boy had his Richard. They need you to show them the way. --- Send in a voice message: https://anchor.fm/jason-smith60/message
5 minutes | May 14, 2021
“I Don’t Like Annuities”
Paul Gauger dives into 4 common objections that Financial Advisors hear from their clients regarding annuities. --- Send in a voice message: https://anchor.fm/jason-smith60/message
4 minutes | May 3, 2021
IF INCOME IS YOUR OUTCOME...
IF INCOME IS YOUR OUTCOME... Then you (and your client) have some decisions to make. Fortunately you have options, and a team ready to help decide which is the best. Whether your client needs Income Now, or Income Later, solutions are available. --- Send in a voice message: https://anchor.fm/jason-smith60/message
2 minutes | Apr 30, 2021
1st & GOAL - NEVER LOSE A YARD (or a Dollar)
Imagine you’re on the 10 yard line, 🏈 1st & GOAL, Which offense is going to get you into the end zone? Now imagine the end zone is RETIREMENT, And you’re in the RED ZONE, just a few years away from retirement. Which financial solution can GUARANTEE YOU’LL NEVER LOSE A YARD (or a dollar) and help you get to retirement with confidence safely? --- Send in a voice message: https://anchor.fm/jason-smith60/message
4 minutes | Apr 23, 2021
3 FIRST MEETING TACTICS - They'll Want to do Business Sooner
You have your FIRST MEETING coming up with a client. You should know the 3 things you can do before and during that will make this meeting a success. Nick Bond shares 3 SIMPLE TACTICS that will help your client feel understood, and want to do business with you sooner. --- Send in a voice message: https://anchor.fm/jason-smith60/message
7 minutes | Apr 21, 2021
2 Simple, Smart Ways to Stay Top of Mind with Prospects this Summer
"This idea is too simple, every advisor must be doing it, RIGHT?" Wrong. Paul Kingsman shares two easy ideas to help you stay front of mind with clients this summer, and help them look smart at the same time. Let us know if you want more help connecting and impressing potential clients. www.ashbrokerage.com --- Send in a voice message: https://anchor.fm/jason-smith60/message
1 minutes | Apr 20, 2021
Time for a VIRTUAL WEALTH HUDDLE?
Quality over Quantity… We’ve all heard this before. Is your Service Line focused on the RIGHT targets to increase your Wealth revenue? Which partners can you count on to give them the tools to IDENTIFY and CONNECT you with ideal prospects? To SCHEDULE A VIRTUAL WEALTH HUDDLE, reach out to us today! 317-775-6347 --- Send in a voice message: https://anchor.fm/jason-smith60/message
4 minutes | Apr 12, 2021
MORE INCOME, USING LESS ASSETS
If you were using TOO MANY of your client's assets to GENERATE INCOME, when would you want to know? If you want to know how to give your clients MORE INCOME, USING LESS ASSETS Listen to Nick Bond describe a little known strategy, then call us. --- Send in a voice message: https://anchor.fm/jason-smith60/message
1 minutes | Mar 22, 2021
Are you serving your clients SPOILED MILK?
Milk goes bad... And whether we like it or not, Some financial solutions get stale. BUT WHO'S CHECKING THE EXPIRATION DATE? Ash Brokerage will let you know if the solutions your clients put in place years ago are still appropriate for their current situation. To start a review, reach out to us today! 317-775-6347 --- Send in a voice message: https://anchor.fm/jason-smith60/message
3 minutes | Jan 25, 2021
Concepts for January 2021
Give a listen for the TOP CONCEPTS AND TOPICS we are discussing in January, --- Send in a voice message: https://anchor.fm/jason-smith60/message
3 minutes | Jan 18, 2021
The Shape of SUCCESS
BEHAVIOR. ATTITUDE. TECHNIQUE. The 3 elements required for SUCCESS IN ANYTHING. --- Send in a voice message: https://anchor.fm/jason-smith60/message
6 minutes | Oct 19, 2020
WEALTH TRANSFER - The WHAT, The WHY, The WHO
Who is the target audience for this concept? Why is it a viable solution? --- Send in a voice message: https://anchor.fm/jason-smith60/message
3 minutes | Sep 21, 2020
Let's Tell an INDEX STORY
When it comes to GUARANTEED INCOME and OPPORTUNITY FOR GROWTH, WHAT STORY ARE YOU TELLING YOUR CLIENTS? Nick Bond details how telling an INDEX STORY helps solve both problems. --- Send in a voice message: https://anchor.fm/jason-smith60/message
5 minutes | Sep 9, 2020
What About THEIR Income?
Your clients are desperately searching for ways to PROTECT AND GUARANTEE their income in retirement. How will you help them put that plan in place? Nick Bond explains how we help you as the advisor position and find the best income options for your clients. --- Send in a voice message: https://anchor.fm/jason-smith60/message
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