(Video) $11-Million Written in 46 Days: Indexed Annuity Seminars

(Video) $11-Million Written in 46 Days: Indexed Annuity Seminars

Video Overview

$11M Written in 46 Days!
Top advisor, Karlan Tucker describes in detail exactly how he did it, and how you can use the same process

Founder Karlan Tucker is joined by Retire With Tucker President Darren Petty to discuss their recent success selling $11 million in indexed annuities and assets under management in 46 days. You will learn about the impact of getting a securities license, how to find new prospects, and the appointment process Karlan and Darren use to build their clientele.

This presentation was given at the Tucker Super Conference XVI in January of 2021 and is only for financial professional use. Insurance-only agents are not licensed to offer investment advice.

Video

Presentation Overview

Karlan and Darren sat down to talk through their appointment process and how it led to a very successful year for Tucker Advisors. You will learn how they use seminars to get in front of potential clients, how to define your ideal prospective client, and techniques to help you with the appointment process. 

From here, Karlan and Darren dive into how they like to format and present to their audience. Information on choosing a venue, maximizing your seminar space, and how to present are covered in detail to help you make the most of your opportunities. Both share on how they respond to the common opportunities and pitfalls associated with putting together a live speaking event.

Some of the topics include:

-How to host a great seminar
-How to connect with your audience
-What is the right number of attendees?
-How should guests be greeted and seated?
-When should we sit down with prospects?
-What is the process from start to finish? 

The number of people at your seminar can affect the dynamic of your presentation. While the seminar is a great stage to educate guests, you will need to connect with your audience on a more personal basis at the conclusion of the event. Karlan and Darren help point out that it isn’t just about how many people are in the room but also, how many of the people in the room are the right people. If you are not filling the room with the correct people, you need to revisit how your marketing process is pulling in leads to your practice.

Knowing who your ideal client is and what they value is a massive advantage when approaching a room full of strangers. Having this information allows you to differentiate yourself from the competition and really focus on providing value. It’s not just a sale, it is their financial future, their health, and what will offer the greatest return for their retirement plan. 

Additionally, Karlan and Darren talk through the steps of the appointment process, pointing out important milestones and objectives that you will come across when helping a prospect with their financial plans. With every client’s needs being different, this is a unique look into how each of our presenters are able to provide unique solutions for every client’s portfolio. Take this opportunity to position yourself as an expert to your clientele using techniques that are tested by the best. Given these points, we present to you Karlan Tucker and Darren Petty.

Join Tucker Advisors

Call 720-702-8811 or email COO Jason Lechuga at Jason.Lechuga@TuckerAdvisors.com

Follow Along on Social Media

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Are Insurance Companies Safe?

Are Insurance Companies Safe? By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterThey have been called the debt managers of the world. But just how solvent and safe are insurance companies? Shortly after The Great Recession began...
For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.
© 2020 Tucker Advisors | All Rights reserved.

(Video) Tucker Super Conference Marketing Panel

(Video) Tucker Super Conference Marketing Panel

Video Overview

Tucker Advisors Marketing Panel
Learn from the Tucker Adivsors Marketing Panel.

Tucker Advisors Chief Marketing Officer Justin Woodbury is joined by the Tucker Advisors team to answer questions from the Tucker Super Conference 2021 attendee chat log.  

This presentation was given at the Tucker Super Conference XVI in January of 2021 and is only for financial professional use. Insurance-only agents are not licensed to offer investment advice.

Video

Video Synopsis: Tucker Advisors Marketing Panel 

During the 2021 Tucker Super Conference, we received a tremendous amount of questions. The Tucker Advisors Marketing team sat down to answer these questions LIVE and in depth to help financial advisors with their marketing efforts. 

To start, there was a question about how to feature in Kiplinger Magazine. For contracted advisors with Tucker, we have a vetting process that ensures that our top advisors are suggested to feature. If you are contracted with us, be sure to send us your enquiries about participating in our annual Kiplinger piece.

Another inquiry we received was about picking email topics. Attendees wanted to know what criteria is used to create email topics going out each week. Our panel suggested that the following criteria should factor into your email content plans.

1. Send your audience things they find useful

2. Take a walk in their shoes

3. Know what you’re posting, why you’re posting it, and who it is for

4. Don’t push products

5. Be sure that your messaging is compliant 

6. Find the channels that work for your message and don’t spread yourself too thin

Next the panel fielded questions on how to come up with website content and how this process works at Tucker Advisors. Alli and Sam reported that they like to do an interview and discovery with each advisor to find out what needs to be shared with your audience. Your website is a portal for prospects to know and understand your business before talking to you so lets give them something to talk about!

Other topics were included but not limited to:

-How to create content that is original and not stuffed with too many keywords

-How your website property should be perceived in reference to search engine optimization

-How Google Analytics and tracking your campaigns will lead to better insights and understanding of prospects

-The difference between brand awareness and lead generation

-What video equipment is necessary to produce your own content

 

 

Join Tucker Advisors

Call 720-702-8811 or email COO Jason Lechuga at Jason.Lechuga@TuckerAdvisors.com

Explore Super Conference 2021

If you’re on this page, you probably missed the 2021 Tucker Super Conference. No problem! Click on the image below for access to all of our recorded sessions.

tucker-super-conference-2021-ticket

Follow Along on Social Media

How Can Retirees Outpace Inflation?

How Retirees Can Outpace Inflation By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterAs October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest...

How to Get Qualified Leads from Facebook

How to Get Qualified Leads from Facebook By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistfacebooklinkedintwitterTable of Contents  Click the links below to jump to a client appreciation event page section specific to your needs.Setting Up Your...

Are Insurance Companies Safe?

Are Insurance Companies Safe? By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterThey have been called the debt managers of the world. But just how solvent and safe are insurance companies? Shortly after The Great Recession began...
For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.
© 2020 Tucker Advisors | All Rights reserved.

(Video) Cryptocurrency: What You Need to Know

(Video) Cryptocurrency: What You Need to Know

Video Preview

CRYPTOCURRENCY: WHAT YOU NEEd TO KnoW
Everyone is talking about cryptocurrency, but what are the critical facts for investors?

Tucker Investment Analyst Amy Brandenburg looks at cryptocurrency in three of its different aspects: as a new system of money; as a virtual digital currency; and, as a digital asset. Amy traces how cryptocurrency functions and enables transactions across decentralized platforms.

This presentation was given at the Tucker Super Conference XVI in January of 2021 and is only for financial professional use. Insurance-only agents are not licensed to offer investment advice.

Video

Video Synopsis: Cryptocurrency—What You Need
to Know

For many years now, cryptocurrency has been one of the most talked about topics in the financial industry. But do most of us really understand what it is and how it works?

Bitcoin is the largest cryptocurrency, and like other cryptocurrencies, it is not generated or regulated by any government agency. It is created by individuals around the world using a free software and storing the currency in programs called “wallets.” The technology behind cryptocurrencies, Blockchain, is a platform that exists on thousands of individual computers around the world instead of in one place or server, enabling an incredibly secure and traceable trail of transactions.

Other characteristics of cryptocurrency include:
– Its price is determined by demand
– The value progresses by what people are willing to pay or exchange
– The currency is now accepted by some institutions and businesses
– Cryptocurrency’s next big “leap” will come as more businesses accept it

Some of the advantages of cryptocurrency for investors are that it can act as a hedge against inflation and a falling dollar, as well as provide airtight security—transactions cannot even be duplicated within Blockchain. Risks for investors include extreme price swings and the fact that there is no insurance like the FDIC for these currencies—you could even lose your “money” by forgetting your password.

With banks and hedge funds now purchasing cryptocurrencies, solidifying the market, it looks like they are here to stay. Individuals interested in buying cryptocurrencies, whether in the form of a coin, stock or exchange traded fund, should be clear about what their short- and long-term plans are for the investment. They would do well to also share these goals with their financial advisors, in order to better fit them into an overall plan for their portfolios.

 

tucker-super-conference-2021-ticket

Now that we’ve defined our ideal client and created awareness for our services using online channels it’s time to turn them into a lead.

Join Tucker Advisors

Call 720-702-8811 or email COO Jason Lechuga at Jason.Lechuga@TuckerAdvisors.com

Explore Super Conference 2021

If you’re on this page, you probably missed the 2021 Tucker Super Conference. No problem! Click on the image below for access to all of our recorded sessions.

tucker-super-conference-2021-ticket

Follow Along on Social Media

How Can Retirees Outpace Inflation?

How Retirees Can Outpace Inflation By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterAs October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest...

How to Get Qualified Leads from Facebook

How to Get Qualified Leads from Facebook By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistfacebooklinkedintwitterTable of Contents  Click the links below to jump to a client appreciation event page section specific to your needs.Setting Up Your...

Are Insurance Companies Safe?

Are Insurance Companies Safe? By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterThey have been called the debt managers of the world. But just how solvent and safe are insurance companies? Shortly after The Great Recession began...
For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.
© 2020 Tucker Advisors | All Rights reserved.

(Video) Leave Them Wanting More: Prospect Emails With Hooks

(Video) Leave Them Wanting More: Prospect Emails With Hooks

Video Overview

Every Prospect will look you up
With 3.5 billion searches on Google per day, it’s a must that you have a solid online presence in 2021.

Tucker Advisors Chief Marketing Officer Justin Woodbury is joined by Creative Director Alli Lankford to speak about how prospects will look you up online before giving your their business. Use these strategies to build confidence in your prospects and future clients! 

This presentation was given at the Tucker Super Conference XVI in January of 2021 and is only for financial professional use. Insurance-only agents are not licensed to offer investment advice.

Video

Video Synopsis: Prospects Will Look You Up

When people see commercials and new information that sparks their interest, they grab their phone and look it up. This is called the “Zero Moment of Truth.”

The Zero Moment of Truth states that the internet has changed the way that we as humans behave. After receiving a stimulus, many people will look up others’ experiences to understand how a product or service could affect them. This moment proves to be a major defining factor in the percentage of shoppers doing research before a purpose.

In today’s market, your first impression needs to be consistent in communication and experience across brand touchpoints. That means that the following spaces need to be consistent:

-Your website and online searches

-Your environment (storefront or office)

-Print collateral, signage, and seminar materials

-Content publishing on social media and your web properties

-Sales and customer service experience

-Internal communications with employees

Here at Tucker Advisors, we offer in-house digital marketing services including help with digital marketing, email marketing, graphic design, websites, copy writing, and seminar supplies.

With 3.5 billion searches on Google each day, it’s a must that you have a solid online presence. For most, this means a logo, headshots, imagery, content, a mission statement, and a professional URL with email addresses. Investing in your business also means investing in your reputation. 

If you’d like to learn more you can schedule an appointment through the phone number below. 

Join Tucker Advisors

Call 720-702-8811 or email COO Jason Lechuga at Jason.Lechuga@TuckerAdvisors.com

Explore Super Conference 2021

If you’re on this page, you probably missed the 2021 Tucker Super Conference. No problem! Click on the image below for access to all of our recorded sessions.

tucker-super-conference-2021-ticket

Follow Along on Social Media

How Can Retirees Outpace Inflation?

How Retirees Can Outpace Inflation By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterAs October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest...

How to Get Qualified Leads from Facebook

How to Get Qualified Leads from Facebook By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistfacebooklinkedintwitterTable of Contents  Click the links below to jump to a client appreciation event page section specific to your needs.Setting Up Your...

Are Insurance Companies Safe?

Are Insurance Companies Safe? By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterThey have been called the debt managers of the world. But just how solvent and safe are insurance companies? Shortly after The Great Recession began...
For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.
© 2020 Tucker Advisors | All Rights reserved.

(Video) From Brand Awareness To Lead Generation

Financial Advisor Brand Awareness

(Video) From Brand Awareness To Lead Generation

Video Overview

From Brand Awareness to Lead Generation
Financial Advisor Marketing that impacts your bottom line

Tucker Advisors Senior Content Writer Sam Deleo is joined by Senior Digital Marketer Jordan Collins to explain the process of taking prospects from brand awareness to lead generation using content marketing strategies. 

This presentation was given at the Tucker Super Conference XVI in January of 2021 and is only for financial professional use. Insurance-only agents are not licensed to offer investment advice.

Video

Video Synopsis: From Brand Awareness To Lead Generation

To build a strong financial advisor marketing plan, you need to break down your plan into parts. Sam Deleo explains the importance of your brand aligning with who you are. If the match is off, list values that define you, your business, and its services. That’s your brand.

Once you’ve established what your brand is, you can deliver a visual life to your expertise. Your professional image must be recognizable at the small scales required by digital media so you will want to be consistent with your materials. Don’t use your photo sometimes and your logo at others, be steady with your audience to build trust.

Another brand idea worth trying out is to have fun! Don’t shy away from humor with your brand when the situation arises to provide humor. Share funny anecdotes, photos, videos, and even comments about a local event or sports team. Let’s connect with your local audience to show them that you’re human just like them!

For you to build brand awareness, you need to get out there. After reviewing compliance restrictions, be sure to get your messages out to your audience consistently. By doing this you will receive metrics showing you what works and what doesn’t. It’s crucial to be plugged into the analytics to understand the efficacy of your process.

Now that your audience knows you, do you know them? It pays dividends to know your audience and what character traits define them. By compiling metrics on responses and growth rates you can further inform your process for when you convert these users from followers to leads to clients.

 

marketing-lead-funnel

Now that we’ve defined our ideal financial advisor marketing client and created awareness for our services using online channels it’s time to turn these users into leads. At the top of the funnel, we wanted to gain their attention. Because we have their attention, time is of the essence. We want to show them more of what got them to your page and use a lead magnet to capture their information.

The reason we do this is to have a way to communicate with our leads.

This way we can continue to build our relationship with them through email marketing or through direct contact once they have signaled that they’re ready for a sales conversation. To use your lead magnet, it may be worthwhile to create a landing page that will capture their information and provide analytics to gauge how well your campaign is performing. You want to be sure that these pages are mobile-friendly and optimized to be sure that you’re getting the most out of your campaign.

A great use for this type of page is using previous client inquiries to answer the questions of your future clientele and push them to reach out to you or do a small action that will allow you to contact them. They’ve proven that they’re interested in the information and topics you’re speaking on and it’s time to make a sale. 

Join Tucker Advisors

Call 720-702-8811 or email COO Jason Lechuga at Jason.Lechuga@TuckerAdvisors.com

Explore Super Conference 2021

If you’re on this page, you probably missed the 2021 Tucker Super Conference. No problem! Click on the image below for access to all of our recorded sessions.

tucker-super-conference-2021-ticket

Follow Along on Social Media

How Can Retirees Outpace Inflation?

How Retirees Can Outpace Inflation By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterAs October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest...

How to Get Qualified Leads from Facebook

How to Get Qualified Leads from Facebook By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistfacebooklinkedintwitterTable of Contents  Click the links below to jump to a client appreciation event page section specific to your needs.Setting Up Your...

Are Insurance Companies Safe?

Are Insurance Companies Safe? By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterThey have been called the debt managers of the world. But just how solvent and safe are insurance companies? Shortly after The Great Recession began...
For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.
© 2020 Tucker Advisors | All Rights reserved.

(Video) Every Prospect Will Look You Up

(Video) Every Prospect Will Look You Up

Video Overview

Every Prospect will look you up
With 3.5 billion searches on Google per day, it’s a must that you have a solid online presence in 2021.

Tucker Advisors Chief Marketing Officer Justin Woodbury is joined by Creative Director Alli Lankford to speak about how prospects will look you up online before giving your their business. Use these strategies to build confidence in your prospects and future clients! 

This presentation was given at the Tucker Super Conference XVI in January of 2021 and is only for financial professional use. Insurance-only agents are not licensed to offer investment advice.

tucker-advisors-client-appreciation-guide

Download your Free Client Appreciation Event Guide Today

Video

When people see commercials and new information that sparks their interest, they grab their phone and look it up. This is called the “Zero Moment of Truth.”

The Zero Moment of Truth states that the internet has changed the way that we as humans behave. After receiving a stimulus, many people will look up others’ experiences to understand how a product or service could affect them. This moment proves to be a major defining factor in the percentage of shoppers doing research before a purpose.

In today’s market, your first impression needs to be consistent in communication and experience across brand touchpoints. That means that the following spaces need to be consistent:

-Your website and online searches

-Your environment (storefront or office)

-Print collateral, signage, and seminar materials

-Content publishing on social media and your web properties

-Sales and customer service experience

-Internal communications with employees

Here at Tucker Advisors, we offer in-house digital marketing services including help with digital marketing, email marketing, graphic design, websites, copy writing, and seminar supplies.

With 3.5 billion searches on Google each day, it’s a must that you have a solid online presence. For most, this means a logo, headshots, imagery, content, a mission statement, and a professional URL with email addresses. Investing in your business also means investing in your reputation. 

If you’d like to learn more you can schedule an appointment through the phone number below. 

tucker-advisors-client-appreciation-guide

Download your Free Client Appreciation Event Today

Join Tucker Advisors

Call 720-702-8811 or email COO Jason Lechuga at Jason.Lechuga@TuckerAdvisors.com

Explore Super Conference 2021

If you’re on this page, you probably missed the 2021 Tucker Super Conference. No problem! Click on the image below for access to all of our recorded sessions.

tucker-super-conference-2021-ticket

Follow Along on Social Media

How Can Retirees Outpace Inflation?

How Retirees Can Outpace Inflation By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterAs October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest...

How to Get Qualified Leads from Facebook

How to Get Qualified Leads from Facebook By Jordan CollinsTucker Advisors Senior Digital Marketing SpecialistfacebooklinkedintwitterTable of Contents  Click the links below to jump to a client appreciation event page section specific to your needs.Setting Up Your...

Are Insurance Companies Safe?

Are Insurance Companies Safe? By Sam DeleoTucker Advisors Senior Content Specialist/EditorfacebooklinkedintwitterThey have been called the debt managers of the world. But just how solvent and safe are insurance companies? Shortly after The Great Recession began...
For Financial Professional Use Only. NOT INTENDED FOR VIEWING OR DISTRIBUTION TO THE PUBLIC. Insurance-only agents are not licensed to offer investment advice.
© 2020 Tucker Advisors | All Rights reserved.