• Taking Apps Like A Champ
    2022/05/31

    Applications can be one of the least exciting parts of your process, but this is definitely a place where you can differentiate yourself from the competition and excel with your customer service. Dialing in this process builds amazing amounts of credibility, comfort, and trust with your client, but it will also lead to incredible referral rates. In this episode, we’re going to share some of our lessons learned, some best practices, mistakes to avoid, and tips to help you build solid relationships.

    This is simple, but not always easy. We try to be the guide for our clients, making this process as efficient and enjoyable as possible. And in the last few years, technology makes this more possible than ever. Meeting via Zoom instead of in person, electronic applications, a step-by-step process, humor, and showing progress along the way are some ways we make this experience memorable, and enjoyable. And when clients enjoy the process and experience, they are going to tell friends and family, guaranteed.

    Listen in as we explain how to navigate the application process and do right by the client in the best way and give them the best experience. These are our best takeaways to help make it as seamless as possible and fit it to the client. Crafting a system like this will allow you to differentiate yourself from your competition and boost your referrals.

    Thanks again for listening, try to pick the strategies and styles that fits you the best, and put it to work in your business!

    About Charlie Jewett

    Charlie Jewett is an author, speaker, recruiter, trainer, consumer advocate and investment advisor from San Diego, CA. As the “Financial Services Whistleblower” Charlie has been trying to change the way that industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie focuses on stock market alternatives combined with tax-free retirement income and provides educational materials that help people to create their ideal retirement plan. He is the host of two podcasts, Renovating Retirement and Target Practice for Advisors, as well as the author of “Renovating Retirement” and “Two Ways to Be Debt Free”, both available on Amazon Kindle.

    About Bobby Alford

    Bobby Alford has walked an unconventional path to becoming the CEO of Renovating Retirement. He spent 10 years in the US Submarine force, both as an officer and enlisted person, earning a degree in nuclear engineering along the way. Bobby then joined corporate America and worked for a Fortune 50 company in operations, finance, and sales management roles. After getting his MBA, he began working with military veterans to improve their retirement options. At that point he found Charlie Jewett and learned how to truly impact a person's financial life using the MERIT model of planning. Bobby joined Charlie and now uses his skills to grow their company toward achieving the goal of creating $1 billion dollars of annual tax-Free money for their clients.

    Web/Social Links

    • Website: https://targetpracticepodcast.com
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    21 分
  • The Art of Comparison (How to Sell Insurance Products)
    2022/05/24

    We have found success in the insurance world through the art of comparison. Charlie's going to walk through some of his past and evolution of this process, but we are in a very unique industry. This is one of the few industries where you can be paid incredibly well, do amazing things for your clients and not charge them anything out of pocket. It's simply a comparison process that we have refined with Charlie's guidance. And I can't wait for you to hear about it.

    The art of comparison comes down to a prospect comes into our life, usually by finding the content that we create or through referrals from happy clients. They come into our life, and they say, here's what I have. And then we say, great, let us, let us do an analysis. Let us work through your financial picture and say apples to apples, here's where you are, here's where you could be. And we try to keep it budget neutral.

    So, listen in today as we cover the comparison strategy which breaks down complex concepts into bite-sized chunks that your prospects and customers can take away, while shining a light on their scenario and how it could be better..

    Just know that all of these methods we are covering in this series work. Listen to this episode and learn more about marketing, try to pick the style that fits you the best, and put it to work in your business!

    About Charlie Jewett

    Charlie Jewett is an author, speaker, recruiter, trainer, consumer advocate and investment advisor from San Diego, CA. As the “Financial Services Whistleblower” Charlie has been trying to change the way that industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie focuses on stock market alternatives combined with tax-free retirement income and provides educational materials that help people to create their ideal retirement plan. He is the host of two podcasts, Renovating Retirement and Target Practice for Advisors, as well as the author of “Renovating Retirement” and “Two Ways to Be Debt Free”, both available on Amazon Kindle.

    About Bobby Alford

    Bobby Alford has walked an unconventional path to becoming the CEO of Renovating Retirement. He spent 10 years in the US Submarine force, both as an officer and enlisted person, earning a degree in nuclear engineering along the way. Bobby then joined corporate America and worked for a Fortune 50 company in operations, finance, and sales management roles. After getting his MBA, he began working with military veterans to improve their retirement options. At that point he found Charlie Jewett and learned how to truly impact a person's financial life using the MERIT model of planning. Bobby joined Charlie and now uses his skills to grow their company toward achieving the goal of creating $1 billion dollars of annual tax-Free money for their clients.

    Web/Social Links

    Website: https://targetpracticepodcast.com

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    18 分
  • How to Be Found Online
    2022/05/17

    You may notice if you've typed in Charlie Jewett or Bobby Alford, you will see four or five, six pages worth of content, blog, posts, podcasts, all these things, resources, books Charlie's written, maybe some podcasts or posts Bobby has put up.

    A presence online. A lot of us are envious of that, and if we want to create our own, we have to set our own name out into the market. And this episode is more of a dialogue, nothing scripted or anything, but figuring out best practices for building your own brand. We think, and I think every agent should have their own brand.

    You don't need to be relying on Bobby and Charlie to produce content, to bring you clients, all those things. You should have your own brand. Even if you are working at a large financial brokerage, in today's market, we try to set ourselves apart online because that's usually the first place people find us. If you're focusing on online marketing like Charlie and I, that's really the first place prospects find us because we don't leave our Zoom rooms.

    So listen in today as we talk about branding and how to make yourself more visible online.

    Just know that all of these methods we are covering in this series work. Listen to this episode and learn more about marketing, try to pick the style that fits you the best, and put it to work in your business!

    About Charlie Jewett

    Charlie Jewett is an author, speaker, recruiter, trainer, consumer advocate and investment advisor from San Diego, CA. As the “Financial Services Whistleblower” Charlie has been trying to change the way that industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie focuses on stock market alternatives combined with tax-free retirement income and provides educational materials that help people to create their ideal retirement plan. He is the host of two podcasts, Renovating Retirement  and Target Practice for Advisors, as well as the author of “Renovating Retirement” and “Two Ways to Be Debt Free”, both available on Amazon Kindle.

    About Bobby Alford

    Bobby Alford has walked an unconventional path to becoming the CEO of Renovating Retirement. He spent 10 years in the US Submarine force, both as an officer and enlisted person, earning a degree in nuclear engineering along the way. Bobby then joined corporate America and worked for a Fortune 50 company in operations, finance, and sales management roles. After getting his MBA, he began working with military veterans to improve their retirement options. At that point he found Charlie Jewett and learned how to truly impact a person's financial life using the MERIT model of planning. Bobby joined Charlie and now uses his skills to grow their company toward achieving the goal of creating $1 billion dollars of annual tax-Free money for their clients.

    Web/Social Links

    Website: https://targetpracticepodcast.com

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    18 分
  • The Easy No-Cost Drip Campaign
    2022/05/10

    A marketing drip campaign does not have to be expensive at all. Despite the numerous tools out there that can help you create and manage these campaigns, it does not have to be complicated to be effective. These marketing campaigns are something everyone can do because in essence they require time, not money.

    The simplest form of your drip campaign starts with you studying and listening to the top educators and thought leaders in the industry. You should be pursuing accurate advice, be the truth hunter. This will help you stay educated and excited for the industry. Then you’re going to take this inflow of knowledge, add your unique spin or perspective to it, and overflow it to prospective clients that could use the information.

    How do you get this valuable information out there? Recording videos on Zoom, cleaning them up with Loom, and posting to YouTube is a quick and easy way that has worked well for us. Then connect and engage with your email list. Video is a powerful way to get your information out there, or if you are a good writer, you can craft blog posts… or you can do both!

    In today’s digital environment, it’s easier than ever to leverage the power of free software and online tools to help you show your expertise and get more prospects into your funnel, which leads to more deals at the other end. Check this episode out and we’ll explain what a drip campaign is, and give you some ideas on how to set up one that works for you.

    Just know that all of these methods we are covering in this series work. Listen to this episode and learn more about marketing, try to pick the style that fits you the best, and put it to work in your business!

    About Charlie Jewett

    Charlie Jewett is an author, speaker, recruiter, trainer, consumer advocate and investment advisor from San Diego, CA. As the “Financial Services Whistleblower” Charlie has been trying to change the way that industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie focuses on stock market alternatives combined with tax-free retirement income and provides educational materials that help people to create their ideal retirement plan. He is the host of two podcasts, Renovating Retirement and Target Practice for Advisors, as well as the author of “Renovating Retirement” and “Two Ways to Be Debt Free”, both available on Amazon Kindle.

    About Bobby Alford

    Bobby Alford has walked an unconventional path to becoming the CEO of Renovating Retirement. He spent 10 years in the US Submarine force, both as an officer and enlisted person, earning a degree in nuclear engineering along the way. Bobby then joined corporate America and worked for a Fortune 50 company in operations, finance, and sales management roles. After getting his MBA, he began working with military veterans to improve their retirement options. At that point he found Charlie Jewett and learned how to truly impact a person's financial life using the MERIT model of planning. Bobby joined Charlie and now uses his skills to grow their company toward achieving the goal of creating $1 billion dollars of annual tax-Free money for their clients.

    Web/Social Links

    • Website: https://targetpracticepodcast.com

    Resources Discussed/Links

    • Zoom: https://zoom.us/
    • Loom: https://www.loom.com/
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    19 分
  • Generating Leads Through Funnels
    2022/05/03

    We’ve been talking about how to generate leads, and today we are talking about funnels. A marketing or sales funnel is simply a process to guide your prospects from where they are, maybe unaware of your solution and dealing with a problem, to becoming a customer so you can help solve their problem.

    And in this episode we’re going to unpack the concept of online marketing funnels. There are a variety of ways to get people into the top of your funnel. Examples might be a podcast, or a book, or a PDF report, or a webinar. The goal is to provide value again and again until someone either says, “I don’t want the value anymore,” or they get into a conversation with you and become a customer.

    In today’s digital environment, it’s easier than ever to leverage the power of software and online tools to help you get more prospects into your funnel, which leads to more deals at the other end. Check this episode out and we’ll walk you through what a funnel is, and give you some ideas on how to set up one that works for you.

    Just know that all of these methods we are covering in this series work. Listen to this episode and learn more about marketing, try to pick the style that fits you the best, and put it to work in your business!

    About Charlie Jewett

    Charlie Jewett is an author, speaker, recruiter, trainer, consumer advocate and investment advisor from San Diego, CA. As the “Financial Services Whistleblower” Charlie has been trying to change the way that industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie focuses on stock market alternatives combined with tax-free retirement income and provides educational materials that help people to create their ideal retirement plan. He is the host of two podcasts, Renovating Retirement and Target Practice for Advisors, as well as the author of “Renovating Retirement” and “Two Ways to Be Debt Free”, both available on Amazon Kindle.

    About Bobby Alford

    Bobby Alford has walked an unconventional path to becoming the CEO of Renovating Retirement. He spent 10 years in the US Submarine force, both as an officer and enlisted person, earning a degree in nuclear engineering along the way. Bobby then joined corporate America and worked for a Fortune 50 company in operations, finance, and sales management roles. After getting his MBA, he began working with military veterans to improve their retirement options. At that point he found Charlie Jewett and learned how to truly impact a person's financial life using the MERIT model of planning. Bobby joined Charlie and now uses his skills to grow their company toward achieving the goal of creating $1 billion dollars of annual tax-Free money for their clients.

    Website: https://targetpracticepodcast.com

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    20 分
  • Lead Generation Through Purchasing Leads
    2022/04/27

    Today we're going to go through the marketing avenue of acquiring leads by just straight up buying them. As we talked about in the last episode and every episode leading up to this, everything works if it's right for you, and if you're a good closer, and you are an ethical person, we want to make sure you know how to do these things. 

    What about warm markets and referrals?

    Those can certainly work, but in some ways, Charlie feels like relying on referrals isn’t even marketing in some industries. Some businesses, when the open, they just talk about it, maybe have a “Grand Opening.” They tell their friends, family, and network. It’s just natural to tell people what you’re doing.

    Buying Leads and Traffic

    There are services, or marketers, who specialize in providing you ideal leads. And maybe this is where you shine, and that’s great, because there are folks who are better at setting appointments. And then there are those who would prefer to take those appointments and close the deals. It’s tough to do all of those yourself, so if you can spend up front for the leads through a service or ads, maybe split the commissions with your appointment setter, you’ll end up closing more deals and making more money in the long run.

    Cutting Your Teeth

    We do joint cases of people to help them train. I'll give them leads, they'll book on my calendar. Maybe they’re just cutting their teeth. They're just booking appointments and helping the customer, taking care of the perception management, helping the customer go through the process, and they do split cases with us. They still do well. We pay for the marketing, we get them booked on our calendar, but we aren't chasing. And it helps new agents kind of cut their teeth, see what we do. And they could even be nurturing “leftovers” from seminars. People that attended and didn't turn into an immediate appointment. They still need to be checked. 

    What works for you? Just know that all of these methods we are covering in this series work. Listen to this episode and learn more about marketing, try to pick the style that fits you the best, and put it to work in your business!

    About Charlie Jewett

    Charlie Jewett is an author, speaker, recruiter, trainer, consumer advocate and investment advisor from San Diego, CA. As the “Financial Services Whistleblower” Charlie has been trying to change the way that industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie focuses on stock market alternatives combined with tax-free retirement income and provides educational materials that help people to create their ideal retirement plan. He is the host of two podcasts, Renovating Retirement  and Target Practice for Advisors, as well as the author of “Renovating Retirement” and “Two Ways to Be Debt Free”, both available on Amazon Kindle.

    About Bobby Alford

    Bobby Alford has walked an unconventional path to becoming the CEO of Renovating Retirement. He spent 10 years in the US Submarine force, both as an officer and enlisted person, earning a degree in nuclear engineering along the way. Bobby then joined corporate America and worked for a Fortune 50 company in operations, finance, and sales management roles. After getting his MBA, he began working with military veterans to improve their retirement options. At that point he found Charlie Jewett and learned how to truly impact a person's financial life using the MERIT model of planning. Bobby joined Charlie and now uses his skills to grow their company toward achieving the goal of creating $1 billion dollars of annual tax-Free money for their clients.

    Website: https://targetpracticepodcast.com

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    18 分
  • Lead Generation Through Events
    2022/04/12

    Today’s episode is all about lead generation through event marketing, or as we sometimes say, getting butts in seats so they listen to you. A captive audience can provide a tremendous ROI in many cases. 

    Showing Better Options

    If you’re a speaker or teacher, then presenting at a dinner or workshop can match your style and energy, bringing you closer to your prospects and engaging with them on a personal level. It gives you the opportunity to show your prospects that there may be better options for them, and you can answer their questions then and there.

    You Can Help More People

    Now, don’t worry about getting those butts in the seats, you can outsource that piece, there are plenty of companies who specialize in filling your workshop with highly qualified prospects. Or you can partner with someone who loves to market, enjoys getting those people to the event, and then you take care of the presentation. Or vice versa, maybe you would prefer to do the marketing bit and have someone else come in to present. Either way, you are able to get in front of more people, get them excited, and help them.

    Charlie’s Favorite

    During the pandemic, event marketing took a little bit of a hiatus, but it’s coming back. Webinars have become a little more prevalent, but they don’t have the same power or energy that you experience when you are in the room with your prospects, looking them in the eye, and truly connecting. Event marketing is Charlie’s favorite. It works very well. It's not super leveraged. You can't sit on your butt at home and do webinars, but it works incredibly well.

    Listen to this episode and learn more about event marketing and how you can put it to work in your business!

    About Charlie Jewett

    Charlie Jewett is an author, speaker, recruiter, trainer, consumer advocate and investment advisor from San Diego, CA. As the “Financial Services Whistleblower” Charlie has been trying to change the way that industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie focuses on stock market alternatives combined with tax-free retirement income and provides educational materials that help people to create their ideal retirement plan. He is the host of two podcasts, Renovating Retirement and Target Practice for Advisors, as well as the author of “Renovating Retirement” and “Two Ways to Be Debt Free”, both available on Amazon Kindle.

    About Bobby Alford

    Bobby Alford has walked an unconventional path to becoming the CEO of Renovating Retirement. He spent 10 years in the US Submarine force, both as an officer and enlisted person, earning a degree in nuclear engineering along the way. Bobby then joined corporate America and worked for a Fortune 50 company in operations, finance, and sales management roles. After getting his MBA, he began working with military veterans to improve their retirement options. At that point he found Charlie Jewett and learned how to truly impact a person's financial life using the MERIT model of planning. Bobby joined Charlie and now uses his skills to grow their company toward achieving the goal of creating $1 billion dollars of annual tax-Free money for their clients.

    Web/Social Links

    Website: https://targetpracticepodcast.com

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    18 分
  • Servicing Insurance Clients
    2022/04/05
    Servicing starts when a lead signs the policy of whatever it is you are offering and moves forward to do the underwriting. In short, this is when they become a real client. In the financial industry, the first commitment that you get from somebody is by signing something. This is also when you, as an agent, or your team, starts the service. Why is customer service so critical? Giving pleasant customer service is crucial to growing your business because if the experience is not good, your clients will not refer your service to other people. As with sales and marketing, you can always hire other people to do this for you if you think this is not your strength. If you want to thrive in this business, you have to find a way to supplement skill sets. Consider hiring a virtual assistant that can keep all your clients on the radar. Create and operate a system that your virtual assistant can follow so you can reach that goal of making clients happy and getting more referrals in the process. Make magic happen while waiting After the signing of the contract, the underwriting process begins. It is a process that takes time and is out of your hands. So how can you make yourself stand out during the waiting process that usually lasts for weeks? You have to create a perception management system to make sure that nothing falls out of the cracks while the client is waiting. Giving weekly updates is one thing to assure the client that you are doing something. The ‘no news is good news’ principle does not apply in this industry. You can also stand out by creating positive surprises to make the waiting period pleasurable. There is enough money going around in this industry to do impressive things for your clients like sending them gifts and the like. The real goal is building a referrable process. The experience the clients had is what they will be referring to or associating with you. The underwriting process is the calm period when clients are reflecting on their experience the most. This is an opportunity for you to fill the space with pleasant surprises and referrable activities.

    After this process, make sure to stay on top of your clients’ dealings so that you will not miss out on opportunities for repeat business. A well-run system will be proactively reaching out to clients to make sure everything is good. Make sure to have periodic touch points and get updates on your clients’ lives. The hardest year in this business is the first year, but if done right and if you get the referrals you should get, you will be in a good place. A low-lying fruit in the customer service stage is to make the clients happy and have them send people your way.

    To sum up the three general categories that we have talked about: marketing is about educating the prospective clients with no cost; sales is comparing what they have and what they could have; and service is getting the job done and creating a sensation in order to get referrals and make this perpetual.

    The next episodes will tackle specifics on these categories as well as actionable tactics to implement in order to further grow your business. 

    About Charlie Jewett

    Charlie Jewett is an author, speaker, recruiter, trainer, consumer advocate and investment advisor from San Diego, CA. As the “Financial Services Whistleblower” Charlie has been trying to change the way that industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie focuses on stock market alternatives combined with tax-free retirement income and provides educational materials that help people to create their ideal retirement plan. He is the host of two podcasts, Renovating Retirement  and Target Practice for Advisors, as well as the author of “Renovating Retirement” and “Two Ways to Be Debt Free”, both available on Amazon Kindle.

    About Bobby Alford

    Bobby Alford has walked an unconventional path to becoming the CEO of Renovating Retirement. He spent 10 years in the US Submarine force, both as an officer and enlisted person, earning a degree in nuclear engineering along the way. Bobby then joined corporate America and worked for a Fortune 50 company in operations, finance, and sales management roles. After getting his MBA, he began working with military veterans to improve their retirement options. At that point he found Charlie Jewett and learned how to truly impact a person's financial life using the MERIT model of planning. Bobby joined Charlie and now uses his skills to grow their company toward achieving the goal of creating $1 billion dollars of annual tax-Free money for their clients.

    Web/Social Links

    Website: https://targetpracticepodcast.com

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    55 分