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Revolutionary Practices for Financial Advisors
Erik Sussman
6 episodes
4 months ago
Welcome to “Revolutionary Practices for Financial Advisors,” a groundbreaking podcast hosted by Erik Sussman. Join him and top-notch guests as they divulge invaluable tips and techniques tailored to elevate your financial advisory firm. Discover innovative resources and proven strategies to propel your profits to unprecedented heights.
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Investing
Business
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All content for Revolutionary Practices for Financial Advisors is the property of Erik Sussman and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to “Revolutionary Practices for Financial Advisors,” a groundbreaking podcast hosted by Erik Sussman. Join him and top-notch guests as they divulge invaluable tips and techniques tailored to elevate your financial advisory firm. Discover innovative resources and proven strategies to propel your profits to unprecedented heights.
Show more...
Investing
Business
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Ep 005: Optimizing Lead Generation in the Financial Industry
Revolutionary Practices for Financial Advisors
24 minutes
1 year ago
Ep 005: Optimizing Lead Generation in the Financial Industry
Marc Del Priore is a seasoned financial industry professional specializing in innovative lead-generation strategies. His background as an FMO and IMO and his experience in recruiting insurance agents and driving them to write life insurance policies and annuities have shaped his unique perspective on lead generation. Del Priore emphasizes the importance of offering free marketing services to attract agents and financial advisors, and he recommends a pay-per-call model to ensure clients only pay for qualified calls. He believes that inbound calls are the most valuable leads, as they indicate higher interest and compliance. He focuses on providing high-quality leads and maximizing ROI for his clients in the financial industry. Key Takeaways 1. Discover a Game-Changing Lead Generation Model: Tune in to learn about an innovative pay-per-call model. 2. Unlock the Secret to Quality Leads: Learn why not all leads are equal and how to distinguish the best from the rest. 3. Learn About the Most Effective Lead Platforms: Insights on why you're overlooking search engines, direct mail, and TV ads might be the key channels. 4. Stay Ahead in a Dynamic Market: With the ever-evolving digital marketing landscape, choosing the right strategies and partners is critical. 5. Adapt to New Trends for Optimal Results: Listening to this episode could be your first step in keeping up-to-date with the latest trends in lead generation. Resources Connect with Marc Del Priore on LinkedIn: https://www.linkedin.com/in/medicareleads/ Learn about Marc’s company, TM Revive: https://www.tmrevive.com/ About Our Guest Marc Del Priore has been a licensed agent since 2014 when he started working for an IMO where he was recruiting 12 agents per month to his book of business. Fast forward to today, Marc is still licensed in Life and Health and P&C and also owns TradeMarc Global, a lead generation company which in 2022 won #865 as one of Inc 5000 Fastest Growing Companies in America. Marc also owns TM Revive which helps mid to large corporations receive a better ROI on their current marketing and lead generation programs He is married to his beautiful wife, Denine, and they have 5 adorable children together while residing in Pennsylvania. About Our Company For Financial Professionals: The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. The IFW helps financial professionals grow their practices to the next level! IFW Certified Financial Professionals are an elite group of professionals that, together with the IFW, help people succeed financially and live their best lives. For Consumers: The IFW provides financial education, resources, and solutions that help people live their best life. Financial Professional Services Website: https://www.ifwretirementroadmap.com/ Consumer Website: https://www.the-ifw.com/ LinkedIn: https://www.linkedin.com/company/the-institute-of-financial-wellness/about/ YouTube: https://youtube.com/@theinstituteoffinancialwel4955?si=IdG5WhXRfHcH3qxu All contents of this show are rights of The Institute of Financial Wellness, LLC and are not to be used unless authorized by written consent. Learn more about your ad choices. Visit megaphone.fm/adchoices
Revolutionary Practices for Financial Advisors
Welcome to “Revolutionary Practices for Financial Advisors,” a groundbreaking podcast hosted by Erik Sussman. Join him and top-notch guests as they divulge invaluable tips and techniques tailored to elevate your financial advisory firm. Discover innovative resources and proven strategies to propel your profits to unprecedented heights.