Financial Professional Venturing Into Running a Business • Ep. 2 with Calvin Van Harten

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Amplifyr Podcast by Aidan Hennebry

Aidan

5 episodes

5 days ago

Poised at the intersection of marketing, sales, pricing, and leadership, the Amplifyr Podcast by Aidan Hennebry explores building effective marketing campaigns and sales & leadership teams with some of the industry's most pragmatic voices.

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Marketing

Business

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Financial Professional Venturing Into Running a Business • Ep. 2 with Calvin Van Harten

Amplifyr Podcast by Aidan Hennebry

1 hour 8 minutes 16 seconds

2 months ago

Financial Professional Venturing Into Running a Business • Ep. 2 with Calvin Van Harten

Switching from a long & tenured teaching career to that of a financial professional selling life insurance, investments, RRSPs, RESPs, and more is no joke. In this episode of the Amplifyr Podcast, host Aidan Hennebry chats with Calvin Van Harten as he navigates this change in occupation and learns the ropes of sales, marketing, and customer service as your own small business owner.Here's what we cover in this episode:00:00 Intro05:11 Digging into what clients really want08:55 Building authentic trust with new clients12:57 Why someone would choose you over the competition16:46 Helping clients out of bad situations23:22 Integrity & turning away clients you can't help33:36 How the market impacts your business (& customers)38:48 How to help resistant & anxious clients41:37 Helping clients balance short & long term goals46:37 Helping clients who've "missed the boat"50:34 Taking a personal approach to marketing yourself56:40 Social media for Financial Professionals1:02:20 The heart behind the business1:07:43 OutroBe sure to sign up for the Amplifyr Report; a weekly newsletter with links to articles and other Amplifyr Podcast episodes. https://amplifyr.ca/signupIf you'd like to be featured as a guest on the Amplifyr Podcast, reach out to Aidan Hennebry with a brief description of who you are and what your episode might be about! Remote access to the podcast is available.aidan@amplifyr.caWebsite: amplifyr.caInstagram: @amplifyr.caLinkedIn: /in/aidanhennebry