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Thrivetime Show | Business School without the BS

Generating Leads for Financial Planners | Building a Successful Retirement Planning Business (Part 3)

Thrivetime Show | Business School without the BS

Clay Clark

Business, Entrepreneurship

4.71.5K Ratings

🗓️ 2 May 2018

⏱️ 23 minutes

🧾️ Download transcript

Summary

Clay and Dr. Zoellner teach financial planners how to generate leads because without sales every business will fail.

Transcript

Click on a timestamp to play from that location

0:00.0

And now back to the Thrive Time Show on Talk Radio 1170.

0:07.0

All right Thrive Nation, welcome back to the conversation with the

0:15.2

Thrive Time show on your radio and podcast download, where today we're helping

0:19.7

out a Thriver, a member of the Thrive Community that is a financial planner and he is wanting to know what is the fastest way to grow my financial planning business.

0:29.6

Now the moves I'm teaching you, the systems we're walking you through today. I guarantee the work Z, but you have to stay the course. See? Wait a second. For 36 months. You said you guarantee them to.

0:43.0

I guarantee.

0:44.0

Have you ever had a financial planning business?

0:47.0

I've had financial planning clients.

0:49.0

Oh, there you go.

0:50.0

And what happens is when you work with these guys, they all get their license, and they're issuing

0:54.4

a lot of those licenses, Z. I mean, there's people out there all the time Zee, you can become

0:57.7

a real estate agent, becoming a financial planner. See, it's kind of easy, actually, to get

1:02.4

the license in comparison how hard it is to grow the

1:05.5

so yeah so anybody can anybody can not anybody but a lot of people can enter into the

1:10.8

genre and this is how it typically plays out.

1:13.5

A young man or woman is motivated.

1:15.5

They then begin to get this motivation, this excitement, they pass the test, and then they start

1:20.9

passing out their cards to their friends and family saying,

1:23.6

hey, I am a financial planner, I just got my license, which to me, this is just how it means if you came

1:28.8

to me, I would go, great. Mentally I'm thinking, there's no way I'm doing business with you at all for the first two years.

1:36.3

Because I don't want you to test things on me.

1:39.7

Then two years later, if you're still doing it, I I would say how's that financial planning business going

...

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