Financial Professional gets into Running a Business • Amplifyr Podcast • with Calvin Van Harten
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
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
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