Sep 27, 2021
As a financial advisor, your expertise is centered around stocks, funds and other investments.
But what if a client needs help with Medicare? It has a significant impact on your client’s financial life - and supporting them with it lets you earn even more of their trust.
This week’s guest Brian McArthur helps financial advisors’ clients get the best possible outcome with Medicare and takes care of their headaches.
Want to add even more value by helping your clients with Medicare? Listen now!
Show highlights include:
- How 3-6 phone calls a year make you more money and earn even more of your clients’ trust. (8:52)
- The word-for-word script that gets clients to open up and let you solve their Medicare problems (9:16)
- Why Medicare is not a separate service, but an add-on for clients. (22:29)
- How working with an insurance agent makes your clients stay with you longer (24:39)
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to https://TheAdvisorCoach.com/webinar to register today.
Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle.
Discover how to get even better at marketing yourself with these resources:
https://www.theadvisorcoach.com/15-financial-advisor-prospecting-ideas--techniques-that-work.html
https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html