Video Overview

Video Marketing: Don’t Get Left Behind
Tune in to see how we can bring powerful video to your brand

Tucker Advisors Video Marketing Expert Len Lorentz speaks about financial advisor video marketing best practices. Tune in to realize the full potential of video marketing on your prospects. 

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: Video Marketing For Financial Advisors

The 2nd biggest demographic using Facebook is the baby boomers. That is great news for financial advisor video marketing. We encourage advisors to use video and tell their story. People want to know who you are and what you do! Many advisors think that they don’t have a story or something exciting to share. We’re here to tell you that you’re wrong! You need to tell your story to your prospects because this is an industry built on making connections.

So much of finance marketing is trying to connect with your audience. Telling your story and taking pieces of interviews to create a visual representation of who you are and what you do adds a human element to your messaging. People don’t invest with bots, they invest with other people. Showing users who you are can and will lead to connections you never thought possible. As people, we have more in common than we don’t. Studies confirm that video has unparalleled power to break down walls, build connections, and get people to act.

When you talk about your financial advisory practice it’s necessary to talk about both the features and benefits of your practice. Our staff is very cognizant of this while we shoot and we encourage you to connect your past to your client’s future.

Other topics described in this session include:

-How long should my video be?

-Should I use my phone to make my videos?

-What should my video be about?

-What topics should I cover in my video? 

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

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.

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Video Overview

 Don’t Be a Stumped Chump
Learning to Overcome Client Objections with Karlan Tucker & Darren Petty

Karlan Tucker is joined by Tucker Financial President Darren Petty to discuss how they overcome client objections in their financial planning process. In this video, Karlan and Darren explain the idea of selling the hole and not the drill. By this, we mean that it is crucial to educate your clients on plans to fix their problems and not push products. Products may be the vehicle of your plan, but providing value and context for your process will leave you and your clientele with a great return.

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

At Tucker Advisors, we sell plans; not products. Every prospect we talk to has a unique situation that needs to be attended to. There are no one-size-fits-all solutions for someone’s financial future. With every client demonstrating the need for custom solutions, it is critical to understand their objections. In this video, Karlan and Darren tackle many of the common objections they receive when meeting with prospects. You can expect to learn a lot about how to navigate difficult conversations with clients and families as they plan for the future.

Some of the topics include:

-How to help prospects that don’t fully understand a product
-How to get to the core of a prospect’s questions
-How to talk about liquidity
-Where are the right prospects for your practice
-How to talk about fees
-When to talk about age
-What clients read from 3rd parties

Another word for a challenge is an opportunity. Objections are an opportunity to show your prospects that you know your stuff. By bringing their concerns about the financial planning process to you, they are trying to understand how you think and if you are the right person to help. The right financial advisor is the one that understands where their client is coming from and educates them on why or how a strategy will benefit them.

For many financial and insurance-based companies a good scare is worth more than good advice. We disagree with that type of thinking and believe it is more important to correctly inform prospects and give them confidence. Every prospect has concerns about investing their hard-earned money into the market. Darren and Karlan take you in depth as they show you how to take your prospect from a skeptic to a client.   

From here, Karlan and Darren dive into the nitty-gritty of common objections they receive from clients. These topics can range from product education to advisor compensation transparency. Strap in and get ready to fortify your practice with these thoughtful responses to client objections.

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.

Follow Along on Social Media