Do you want higher retention rates and gains in wallet share during your transition?
Communication is the answer.
Many advisors experience stress and anxiety when they transition. Their greatest fear is clients and COIs not understanding their why, what, and how. Communication inspires understanding, respect and confidence…all of which increase retention and share of wallet.
If you want to optimize your transition success, consider scaling your communication surrounding your big transition.
I've partnered with ProudMouth to produce a five episode podcast series for you specifically addressing your why, what and how.
HOW CLEARLY DO YOU WANT TO COMMUNICATE?
Transition Podcast Series
INSPIRE CONFIDENCE IN YOUR TRANSITION
- FIVE Podcast Episodes Series
- Branded Podcast Channel
- Content Publishing
- Content Multiplication (40 social posts)
- Check Out Samples of What You Get Here
What Our Influencers Are Saying
"You make podcasting effortless."
Adri Miller-Heckman, founder of femXadvisor
"My newest clients (a couple) discovered me through my podcast. They said I felt genuine and provided such good content to listen to that they wanted to get in touch right away."
Kimberly Griego-Kiel, founding partner at Horizons Sustainable Financial Services, Inc.
"Having the podcast is a win, for sure! After listening to 3 episodes, a new prospect told me, 'That’s exactly what I want.' She became a client right away and immediately referred others."
Jeremy Keil, owner of Keil Financial Partners
"I sincerely thank each of you for a terrific start to the podcast! My expectations were pretty high and you’ve exceeded them."
Bob DiMeo, CEO & co-founder of DiMeo Schneider & Associates, LLC
"I love the podcast. ProudMouth makes it easy to produce and get back to my day job. The most beneficial part though is the content multiplication. I can spend 30 minutes recording a podcast and have glorious continued drips to my social base with no extra effort."
Brad Swineheart, Vice President Of Business Development at White Glove
"We get numerous new LinkedIn connections every day and messages with people looking forward to the next episode."
Lauren Smith, Financial Advisor & Director of Business Development at Green Financial Group
"Your team has made this a really easy process for me. All I have to do is think about the guests, topics, and you guys handle everything else. It's been terrific."
Larry Heller, President of Heller Wealth Management
"Your team continues to help brand my advisors in a way that adds credibility unlike any other marketing platform. My advisors love working with your team and I am starting to see each one of their businesses grow as well."
Jeremy Houser, Vice President and Senior Advisor Development Consultant at InsurMark
"I met someone through a referral, and within a few hours after our conversation, he had listened to three of my podcast episodes and then sent me a note saying he was interested in becoming a client immediately."
John Parise, Managing Partner at Copper Beech Financial Group, New Jersey
"We had our first success story after our 10th episode was released. Our podcast had a huge impact on how quickly an ultra-high-net-worth prospect said yes and how deeply they engaged us. It’s the shortest sales cycle we’ve ever had."
Derek Myron, Managing Director and CEO at Centura Wealth Advisory
PODCAST PRODUCTION
You walk to the mic, record your podcast, drop the mic, and we do everything else coach you, provide equipment co-host, edited audio, transcript, summary, and more. You get the rock-star treatment
PODCAST DISTRIBUTION
You know too well that it’s never “build it and they will come” We proactively share your podcast and multi-media snippets through numerous communities, methods, and platforms to scale awareness and credibility.
CONTENT MULTIPLICATION
We’ve reverse engineered what the biggest influencers do. We start with multiplying your podcast into snippets, identifying key talking points, and turning them into shareable multi-media snippets
AUDIENCE BUILDING
We go beyond the audience you can reach organically by boosting your multi-media snippets and creating more hype and traffic. Were constantly refining what works for you, and your audience.
FREQUENTLY ASKED QUESTIONS
An inherently intimate medium, podcasts foster relationship-building in a way that no other medium can compare to. When you have a podcast, your ideal prospects can plug into your expertise 24/7, and they can do it hands-free. Podcasts give you an unmatched opportunity to speak to your prospects at their busiest moments: while driving, cleaning, cooking, exercising, and the list goes on. You’re giving them complete access to your expertise and on their own terms, rather than interrupting them or demanding their undivided attention.
What podcasting gives experts:
1) Instant, deep credibility that resonates with your ideal prospects
2) Top-of-mind awareness without interrupting your prospects
3) More referrals from clients, prospects, and centers-of-Influence
4) Significantly increases your search engine results with original content
5) Expansion of your digital network, even while you sleep
6) Enhanced focus on what you do best and how you create value
7) Attracts clients who you enjoy working with most
8) Positions you as the trusted expert
9) Significantly increases the synergy of your marketing to enhance your ROE (return on effort) 10) It’s fun.
Our Transition Podcast Series is a series of educational episodes that take listeners on a quick journey.
This works best when you have a:
- new service
- business transition
- new vertical market
- new book
Our focus is on helping experts by freeing them from the torment of sales and having to chase prospects. “Experts” can be anyone or any company that has expertise in what they do/make, how they do it, and what problems it solves for their audience. So yes, any professional or business can use our system.
~1-2 hours/episode, which includes the time you will spend recording your podcasts and reviewing the social media posts that we create for you.
You save 20+ hours of work per episode, which our team takes off your plate to implement the system on your behalf. This includes expertise across 7+ unique skill sets.
40+ hours and 11 skill sets per episode if you hire us to promote!
We serve all types of experts and companies. Any individual or firm who has expertise in what they do/make, how they do it, and what problems it solves for their audience.