[Podcast] Financial Professional ventures into Running a Business with Calvin Van Harten

PodcastMarketingSalesBusiness
Written By Aidan Hennebry

Switching from a long & tenured teaching career to that of a financial professional selling life insurance, investments, RRSPs, RESPs, and more is no joke. In this episode of the Amplifyr Podcast, host Aidan Hennebry chats with Calvin Van Harten as he navigates this change in occupation and learns the ropes of sales, marketing, and customer service as your own small business owner.

 
 

Timestamps:

Here's what we cover in this episode:

00:00 Intro
05:11 Digging into what clients really want
08:55 Building authentic trust with new clients
12:57 Why someone would choose you over the competition
16:46 Helping clients out of bad situations
23:22 Integrity & turning away clients you can't help
33:36 How the market impacts your business (& customers)
38:48 How to help resistant & anxious clients
41:37 Helping clients balance short & long term goals
46:37 Helping clients who've "missed the boat"
50:34 Taking a personal approach to marketing yourself
56:40 Social media for Financial Professionals
1:02:20 The heart behind the business
1:07:43 Outro

Aidan Hennebry

Aidan Hennebry is a marketing, sales, and leadership consultant based in Ontario, Canada. With over a decade of hands-on experience—ranging from $130M enterprises to early-stage startups—he helps companies align strategy with execution to drive real growth.

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