40: Using Segmentation to Efficiently Meet Your Clients’ Preferences

The Brighthouse Financial Insights Panel

The Brighthouse Financial Insights Panel

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Threshold

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Hark | 8 | The Queen's English 29:53

11 days ago29:53

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29:53

Living together in a group is a strategy many animals use to survive and thrive. And a big part of what makes that living situation successful is listening. In this episode, we explore the collaborative world of the naked mole-rat. Threshold is nonprofit, listener-supported, and independently produced. You can support Threshold by donating today . To stay connected, sign up for our newsletter . Operation frog sound! Send us your frog sounds for an upcoming episode. We want you to go out, listen for frogs and toads, and record them. Just find someone croaking, and hit record on your phone. It doesn’t matter if there’s background noise. It doesn’t even matter if you’re not sure whether or not you’re hearing an amphibian—if you think you are, we would love to get a recording from you. Please also say your name and where you are in the world, and then email the recording to us at outreach@thresholdpodcast.org…

3 years ago 15:54

MP3•Laman utama episod

Optimizing your segmentation strategy to account for in-person and virtual preferences, personality types, and communication styles may help you build trust, increase personalization, and grow wallet share across your client base. In this episode, our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, author of “Digital Body Language: How to Build Trust & Connection, No Matter the Distance,” offer insights into how financial professionals can expand their segmentation strategy to efficiently address changing client expectations.

31 episod

#Business #Audioboom #Brighthouse Financial Insights Panel

The Brighthouse Financial Insights Panel

40: Using Segmentation to Efficiently Meet Your Clients’ Preferences

The Brighthouse Financial Insights Panel

published 3 years ago

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MP3•Laman utama episod

31 episod

#Business #Audioboom #Brighthouse Financial Insights Panel

Semua episod

The Brighthouse Financial Insights Panel

1
43: Navigating Difficult Conversations With Clients 15:19

3 years ago15:19

15:19

Re-establishing trust with a client who has voiced a concern is an important step toward repairing and retaining the relationship. In this episode, podcast host and business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, author of “Digital Body Language: How to Build Trust & Connection, No Matter the Distance,” discuss ways that financial professionals can identify a client who may have a concern, mitigate the situation, and rebuild trust based on the history of the relationship and the service they provide.…

The Brighthouse Financial Insights Panel

1
42: Deepen Client Relationships by Focusing on Empathy and Situational Understanding 15:10

3 years ago15:10

15:10

Clients often turn to their financial professionals for advice on matters beyond their investments. By assisting clients through your experience and network connections, you can add greater value to the relationship and further your position as a partner to your clients. In this episode, podcast host and business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, author of “Digital Body Language: How to Build Trust & Connection, No Matter the Distance,” discuss how financial professionals can take a more holistic approach to their service and build value with their clients.…

The Brighthouse Financial Insights Panel

1
41: How Virtual Communication Can Provide Opportunities to Grow Your Client Base 15:32

3 years ago15:32

15:32

The percentage of investors willing to work remotely with a financial professional was about 50% in early 2020, but had reached over 60% by the same summer. Join our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting and marketing expert Maribeth Kuzmeski, Founder of Red Zone Marketing; and communications expert Erica Dhawan, author of “Digital Body Language: How to Build Trust & Connection, No Matter the Distance,” as they offer best practices for how financial professionals can attract and engage clients interested in a virtual-first relationship.…

The Brighthouse Financial Insights Panel

1
40: Using Segmentation to Efficiently Meet Your Clients’ Preferences 15:54

3 years ago15:54

15:54

The Brighthouse Financial Insights Panel

1
39: Best of 2020: How to Find and Connect With Niche Clients 11:56

4 years ago11:56

11:56

This episode was previously published in May 2020. According to one study, 71% of financial professionals bringing in $20 million or more in new assets per year have a niche that represents 25% or more of their revenue. Yet only 25% of financial professionals segment their clients and prospects by niche. Listen to our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, Ph.D., founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, discuss how finding the right niche for your practice can help build your expertise, lead to deeper client connections, and streamline your prospecting.…

The Brighthouse Financial Insights Panel

1
38: How Divorce and Widowhood Can Impact a Woman’s Finances 17:12

4 years ago17:12

17:12

This episode was previously published in October 2019. For many women going through divorce or widowhood, it’s important to stay on track with financial planning. Our experts discuss how financial professionals can make sure their female clients are thinking about financial security in times of emotional stress. Speaking in this video are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison and Maddy Dychtwald, aging and longevity expert and co-founder of Age Wave.…

The Brighthouse Financial Insights Panel

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37: Understanding Women’s Level of Retirement Preparedness 17:59

5 years ago17:59

17:59

This episode was previously published in September 2019. Women have different career and life trajectories than men, which informs how women need to approach their finances. The Insights Panel discusses women’s financial needs and how financial professionals can better address their concerns about retirement planning. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison; Maddy Dychtwald, aging and longevity expert and co-founder of Age Wave; and Marti Barletta, marketing expert and author of the book series “Marketing to Women.”…

The Brighthouse Financial Insights Panel

1
36: Establishing Effective Relationships With Female Clients 17:25

5 years ago17:25

17:25

This episode was previously published in August 2019. Women’s purchasing power has grown steadily in the last several decades, presenting advisors an opportunity to connect and be part of their financial planning. Our experts speak on why advisors need to target female clients as well as how to prospect effectively and nurture those relationships. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, Maddy Dychtwald, aging and longevity expert and co-founder of Age Wave, and Marti Barletta, marketing expert and author of the book “Marketing to Women.”…

The Brighthouse Financial Insights Panel

1
35: Effective Strategies to Deepen Client Relationships and Gain Client Referrals 13:53

5 years ago13:53

13:53

Clients refer people to their financial professional because they like them and want to help them build their business. Our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, discuss how to personalize your client relationships and provide strategies for asking for referrals.…

The Brighthouse Financial Insights Panel

1
34: Update Your Outreach Tactics With These Cutting-Edge Strategies 12:17

5 years ago12:17

12:17

Cutting-edge tactics, such as targeting your prospects with social media and creating videos to explain your value to those prospects, are just two of the many techniques the Insights Panel discusses in this episode. Listen as our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, share their strategies for updating your outreach to be more targeted and efficient.…

The Brighthouse Financial Insights Panel

1
34: How to Find and Connect With Niche Clients 11:41

5 years ago11:41

11:41

According to one study, 71% of financial professionals bringing in $20 million or more in new assets per year have a niche that represents 25% or more of their revenue. Yet only 25% of financial professionals segment their clients and prospects by niche. Listen to our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, Ph.D., founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry, discuss how finding the right niche for your practice can help build your expertise, lead to deeper client connections, and streamline your prospecting.…

The Brighthouse Financial Insights Panel

1
33: Maximize Your Prospecting Techniques 12:54

5 years ago12:54

12:54

Finding time for prospecting can be a challenge. Join our host, business coach Stephen Boswell, President of The Oechsli Institute; prospecting expert Maribeth Kuzmeski, founder of Red Zone Marketing; and behavioral finance expert Preet Banerjee, consultant to the wealth management industry as they discuss time management and efficiency strategies that can help make room in your schedule for bringing in new business.…

The Brighthouse Financial Insights Panel

1
20: Simplifying Long-Term Care Conversations 14:12

6 years ago14:12

14:12

Broaching the subject of long-term care can be difficult. Our experts give insight into how to bring up the subject, when to talk to clients, and how to bring their families into the conversations. Speaking in this episode are J. Michael Collins, financial capability expert and faculty director of the Center for Financial Security at the University of Wisconsin-Madison, and Betty Doll, long-term care insurance expert and coach.…

The Brighthouse Financial Insights Panel

1
19: Breaking Down Different Long-Term Care Categories 16:16

6 years ago16:16

16:16

The long-term care insurance market has changed greatly since the product’s inception in the 1980s, having been impacted by the economic realities of the last decade. Our experts explain the changes in the market and how the different product categories work. Speaking in this episode are J. Michael Collins, financial capability expert and faculty director of the Center for Financial Security at the University of Wisconsin-Madison, and Betty Doll, long-term care insurance expert and coach.…

The Brighthouse Financial Insights Panel

1
18: How Conversations on Long-Term Care Can Drive Business Growth 16:41

6 years ago16:41

16:41

As people live longer than ever, there’s an ever-growing need for long-term care solutions. Our experts talk about why it may be advantageous for advisors to cover long-term care and the potential financial impacts that longevity has on clients and their families. Speaking in this episode are J. Michael Collins, financial capability expert and faculty director of the Center for Financial Security at the University of Wisconsin-Madison, Maddy Dychtwald, aging and longevity expert and co-founder of Age Wave, and Betty Doll, long-term care insurance expert and coach.…

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