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Mastermind Advisor Marketing is Marketing for Financial Advisors Created by Financial Advisors. The financial world is changing at the speed of data, and old methods of reaching your clients are no longer effective. Mastermind Advisor Marketing uses state-of-the-art technology, developed by those in the financial and digital spaces, to help financial advisors generate qualified leads and close business. On the Mastermind Advisor Podcast, join Vince Oldre and Josh Woodward as they explain how ...
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Welcome to the MONEY & MOM Podcast, diving deep into the world of retirement planning with a refreshing twist. Certified Financial Planner, Vince Oldre, brings his expert advice from serving the Twin Cities through CFG Retirement. But here's the twist - joining him is his mom, Valerie Oldre, to provide a perspective rarely heard in the financial world: that of the retiree. As Vince navigates the complexities of retirement planning, Valerie steps in with her lived experience, motherly insight ...
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Successful Systems & Processes for Growth with Michael Mezheritskiy
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We’re excited to return with a new series featuring advisors around the country. We’ll spend time discussing their business and processes, and learn from their successes and failures. Today we welcome on Michael Mezheritskiy of Milestone Asset Management Group in Connecticut to learn more about what’s behind his growth from a solo shop to now havin…
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Mom Shares 5 Things She’s Grateful For in Retirement
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We’re excited to be back on Money & Mom! In this episode, we'll take a look back at Mom's retirement planning journey and discuss some of the things she's thankful for now that she's in retirement. Join us as Mom talks about the value of having a trusted team, being prepared, and saving enough for retirement. We'll also explore the potential benefi…
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You have to be good at closing virtually and good at closing in person, but you first have to be able to get in front of people and that’s what we’ll help you with in this episode. That’s the biggest problem many advisors have right now and webinars and seminars are still a trusted way to accomplish that. It’s not just about the numbers when you ru…
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Just look at the numbers. In 2022 alone, Facebook generated nearly $114 billion in advertising revenue and that’s expected to grow over the next few years. With that much money pouring into the social media platform, it’s obviously an effective solution for many companies. However, like any other tool, it needs to be used effectively to yield the d…
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How Well Do You Know Your Closing Numbers?
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We decided on this topic after hearing from a few advisors following our last episode who told us they were struggling some with their own numbers. It’s easy to put the blame on ourselves for not closing as many of the leads, but sometimes it’s other factors like the marketing we’re doing. The focus in this episode is on mastering marketing numbers…
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Today we’re going to talk about the smokescreens or the objections that people have when it comes to online or virtual type of appointments we’re having. These can throw off or derail the relationship right off the bat if you aren’t prepared. Things will get easier as trust is built, but we want to talk about how to overcome these smokescreens and …
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As we venture deeper, we'll guide you through the benefits of webinars and how strategic scheduling can streamline your work week and open more opportunities for appointments. We take an interesting look at appointment preferences, emphasizing the benefit of not scheduling more than 10 days out. We also shed light on the importance of tracking the …
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The Biggest Mistakes You’re Making During Your Webinars
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Today we’re going to talk about the number one thing that’s causing your seminars and webinars to not perform the way they should. It’s an easy fix, but we see advisors struggle with this quite often. So we’ll tell you how we can take something you’re doing at the beginning and move it towards the end to solve your issues, get you better appointmen…
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The Emotional Side of Retirement: Staying Active and Healthy
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A lot of people who retire quickly realize that they don’t have enough to fill all the free time in the day. Boredom can quickly creep in and that can have a serious impact on your mental health. When you become less and less active, your cognitive abilities might begin to decrease as well. That’s why we talk to retirees all the time about having a…
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5 Marketing Strategies Every Advisor Should Implement
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Today, Josh and Vince and going to do that with our practice and talk about what we would implement differently. We’ve tried dinner seminars, Social Security workshops, radio, SEO, webinars, digital marketing, and podcast, and we’ve learned a lot through trial and error. So we’ll discuss the things that haven’t worked so you can avoid those and exp…
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Mom Shares Her 5 Biggest Retirement Surprises
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Today we’re going to talk about the five biggest surprises in retirement, but this won’t be the normal conversation from the perspective of a financial advisor. Instead, we’ve invited mom onto the show to give you the view from someone who is already retired and spends time around a lot of others that are as well. Life after work is not all sunsets…
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How to Get a Better Show Rate for Appointments
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Today we’ll take you through our very specific process that has provided a show rate near 95% for seminars and 80% for webinars. Things like which days and times are more important than many advisors believe. Plus, stick around to the end because we’ll share one important thing that will help make sure people are showing up. Featured Quote: "When p…
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Today we’re going to share the process we use for seminars to drive good quality leads and convert those leads into appointments. That’s the goal for every advisor and not every platform performs as well as it should. We will dig into the nuts and bolts of launching and monitoring effective ads for seminars. Josh, a marketing expert, will underscor…
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What Does it Take to Build a Successful Financial Planning Practice?
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This episode will describe what it means to have a successful practice and then explain our approach to building the business through bringing in the right personnel. We’re going to talk about hiring and outsourcing strategies, some of the partners that we’ve worked with, and the one hire that has really helped grow our financial planning practice.…
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Breaking Down the Mastermind Marketing Funnel
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39:44
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By taking you through our funnels, we want to show you that we practice what we preach with the advisors we work with. This episode will give you a deeper understanding of what’s happening within those funnels and identify some of the differences we see between what we do and what others are doing. At the end of the day, our ultimate goal is to gen…
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Following Up: How to Improve Your Email Drip Marketing
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Today we’re going to share some of the things we’ve learned through trial and error. It took us a long time to figure out the right sequence and to judge how often you should contact people without turning them off. What you might be surprised to find out is that you can often message people more frequently than you probably realize. So let’s take …
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What ROI Should You Get on Your Marketing Dollars
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This is an important aspect of the business for growth because knowing how to spend effectively will help maximize those returns. To help you get a better grasp on the numbers, we’re going to take you through our process and how we make calculations in this episode. We’ll share our expectations for marketing, how much we’re growing, and what we’re …
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Building an Effective Marketing Funnel to Drive Quality Leads
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Join us as we take a look at six different ads and the strategies used to pull people in. Josh and Vince we’ll evaluate each one, share what they like and what they would change. Plus, they’ll also explain why every lead you get isn’t necessarily a strong one and why they’ll make people jump through a few hoops to filter it down to the best prospec…
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When Should You Market and Who Should You Target?
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With summer approaching and people preparing for some much-anticipated time off, advisors will often ask us whether they should also give their marketing efforts a break. It’s a great question and it brings up a much wider discussion. When should (or shouldn’t) you be marketing? And how should you be targeting your marketing efforts to generate qua…
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In this episode, Vince and Josh have pulled six different ads they came across on Facebook and will rate each one. From good to bad, they’ll assess what they like and don’t like about each ad and explain what they’d do differently. If you do any Facebook marketing for your business, this episode is one you don’t want to miss because we’ll share the…
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The Virtual Appointment Process – Meetings Two & Three
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Every business owner is trying to find their footing in this new virtual world and financial planning is no different. Ushering someone through the appointment process through a screen is a tough adjustment when so much of the business relies on relationships. We started detailing Vince’s approach at CFG Retirement on our last episode, and today we…
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The Virtual Appointment Process – Building Trust in the First Meeting
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We’re going to break this out into multiple parts to give us the chance to go into more detail for each stage of the process. We’re going to turn the tables and interview Vince about his approach at CFG Retirement, and this first part is all about that initial meeting. We’ll discuss the importance of building trust in your first meetings with poten…
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Building Client Connections Through Irresistible Offers & Value-Driven Marketing
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In this episode, Vince and Josh will share the things they’ve learned through years of building B2B and B2C marketing campaigns. These strategies aren’t just for financial advisors trying to attract new prospects. What we’ll talk about in this episode can be applied to any business and its marketing efforts. With so many companies making bold claim…
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Top Lead Generation Strategies for Financial Advisors
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38:28
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The world of lead generation continues to evolve as more and more digital opportunities arise, but what approach will generate the best results for your business? Today we’re going to talk about the different types of leads that get used and the pros and cons for those. The goal isn’t just getting someone to book an appointment, it’s to bring in a …
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We’re in a different world today than we were just a few years ago, and advisors are learning to adapt their business to this online world that we all operate in. The struggle most advisors face is establishing that connection with a prospect or client during those first meetings in a virtual environment. The initial conversation usually focuses on…
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In our first episodes we spent time talking about dinner seminars, but virtual, online seminars are a key part of any advisor's repertoire. Vince Oldre and Josh Woodward of Mastermind Advisor are here today to take you through the Ultimate Virtual Webinar process. The guys are honest - it took a lot of trial and error to get to this point. They exp…
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In our second episode, Josh Woodward and Jon "JAG" Gay from Mastermind Advisor sit down to talk about what the traditional "dinner seminar" looks like today. Think about getting away from the "plate lickers" that want a free dinner at Ruth's Chris, and brand your seminar as educational. Maybe consider doing it in a library or at a college. Next, Jo…
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In our first episode, Vince, Jag, and Josh sit down to define marketing - and what that looks like at the end of 2022. Simply creating content - a podcast, a webinar, a website isn't marketing. Without marketing, it's the proverbial "tree falling in the woods" and nobody will know about it! Vince has been around the financial space his entire life,…
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