Tag Archives: Special Series

Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino

February 4, 2020Get to Know the Experts, Marketing, Practice MgmtAdvisor2X, Certified Financial Transitionist®, Client Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Ross Marino, Special Series, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 27:40 — 31.7MB) | Embed

How will you become your prospects’ go-to expert for retirement planning in a sea of financial advisors who claim to have the same expertise?

In this final episode of our mini-series, Matt Halloran speaks with Ross Marino, Advisor2X’s founder, about the caliber of speakers at the Retirement & Longevity Summit; these are industry experts who will show you how to differentiate yourself from other advisors that specialize in retirement planning. This your preview to many of the speakers’ pivotal teachings for wealth advisors who want to have conversations that go beyond asset management and financial planning.

In this episode, you will learn:

What Ross’s criteria are for the Retirement & Longevity Summit’s speakers
How to ask questions that will highlight the vulnerabilities of a prospect’s current plan
Why advisors needn’t be afraid of not having answers to every question
Three intuitive tips for aging successfully
And more!

Tune in now to get your preview of the Retirement & Longevity Summit’s top industry speakers!

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources:

Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit | ross@rlsummit.com |

Erin Botsford’s Elite Advisor Course | Live Long, Die Short: A Guide to Authentic Health and Successful Aging by Roger Landry

Brought to you by: Iris.xyz

Special Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino

Podcast: Play in new window | Download (Duration: 32:43 — 37.4MB) | Embed

Have you ever attended an industry conference only to be left feeling dissatisfied? You couldn’t focus during the presentations, you barely networked, and you felt tired most of the time.

Ross Marino, the founder of Advisor2X, can prove that the problem wasn’t with you — it was with the conference. In part two of our mini-series, Matt Halloran and Ross discuss the overlooked and supposedly small details that bring conferences from time-wasting to highly productive and memorable for advisors.

In this episode, you will learn:

What to consider before deciding to invest your time at a conference
What qualities of a conference set advisors up to make decisions and then act on them
How to choose which action-item to implement after a conference
And more!

Tune in now to consider what qualities to look for in an upcoming conference before you invest your time.

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources:

Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit

Brought to you by: Iris.xyz

Special Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross Marino

Podcast: Play in new window | Download (Duration: 37:07 — 42.5MB) | Embed

Most advisors affirm their clients’ thoughts and feelings every time they talk. That’s called active listening. It’s valuable, but it’s not enough to help you draw out what matters to your clients.

In this first episode of a three-part series, Matt Halloran speaks with Ross Marino, the founder of Advisor2X, about how to have conversations with clients that go beyond numbers. You don’t have to be a psychologist to carry out these conversations; Ross teaches you the purpose of deep listening and how to integrate it into your client meetings during this insightful episode.

In this episode, you will learn:

What the difference is between active listening versus deep listening
What questions to ask your clients when you’re practicing deep listening
How to separate your clients’ desired activities from the effect
Why it’s valuable to draw out why your clients’ goals matter to them
What a Certified Financial Transitionist® is
And more!

Tune in now to learn how to start practicing deep listening today.

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources:

Top Advisor Marketing | Advisor 2X

Brought to you by: Iris.xyz