GR
Gary Rau
As I have been pivoting my business from coaching to consulting over the past year, VAPH has provided a steady stream of information that has helped me to focus on my niche and delivery channel. The Facebook group provides insightful discussion. In particular, the 3-week series on empathy mapping has given great insight into defining my ideal client.
KE
Kathleen Ellis
The value of the power hour has been sales support to help me serve my customers better. With a price tag of only my time and attention, The Power Hour provides great teaching based on science, brain psychology, and marketing hacks to help me better connect to the clients I serve. It is chock full of tools, techniques, and learning from the wins of my fellow advisors as we all strive to be more successful and serve our clients more effectively, with greater ease. A true blessing.
CT
Charles Tinsbroker
The power hour is that important second step. You already took the first step as I have. You know what you're doing a sort of works but could be better and you are trying different things. For me, I've learned so much from the power hour about things that I knew I should be doing but didn't know how to do. It provided me with confidence where I once had uncertainty and that's priceless. I'm excited about what comes next for me and you.
PV
Pete Vlahakis
I learned the finishing touches I was missing to successfully market through emails. I learned a great deal about different technologies available. Using psychology in wording to generate emotion. Many other little tidbits to mention.
CT
Collette Ramsay Taylor
1. I've learned to approach my appointment with empathy and to find solutions to the pain points.
2. I've learned that it is relationships over revenue - the revenue will come
3. Don't be afraid to put me out here as the expert that I am.
LC
Larry Celaya
The power hour has brought this value for me. It has brought me to the forefront of marketing and knowledge as it pertains to LinkedIn as well as other options out there. It will keep me from being a dinosaur in this industry. Yay!
SP
Sabrina Pearcy
VAPH has brought me to launch my life business. What do I mean by that? Well, I was launching my business when my Dad died. That threw me for a loop, for over a year. My Medicare business is solid but I always wanted to help others create a solid future financially. My mentor sent a bunch of ways to market and Advisorist was included. After a couple of VAPHs and talking to Huguette, I am so grateful to be on this journey to help a ton of people. I closed my first deal a couple of weeks ago and have a handful more in the pipeline. I joined Shift Accelerator and now I KNOW the sky is the limit. Thanks!!!!
PG
Patricia Gaurin
I learn every week about prospecting and selling techniques. Now I have more tools to organize myself in order to generate more traffic and close deal. Thank you VAPH.
GB
Garridan Baldomino
The VA power hour sparked me to take action and invest in myself, after becoming a professional tire kicker for 8 years, I finally saw something different.
CA
Chris Alman
I've learned a tremendous amount about the psychological battles people face when making decisions. I've gained some great knowledge about leaning into a prospects emotions to help them see clearly what they need to do. It's been awesome!
GR
Gary Rau
As I have been pivoting my business from coaching to consulting over the past year, VAPH has provided a steady stream of information that has helped me to focus on my niche and delivery channel. The Facebook group provides insightful discussion. In particular, the 3-week series on empathy mapping has given great insight into defining my ideal client.
KE
Kathleen Ellis
The value of the power hour has been sales support to help me serve my customers better. With a price tag of only my time and attention, The Power Hour provides great teaching based on science, brain psychology, and marketing hacks to help me better connect to the clients I serve. It is chock full of tools, techniques, and learning from the wins of my fellow advisors as we all strive to be more successful and serve our clients more effectively, with greater ease. A true blessing.
CT
Charles Tinsbroker
The power hour is that important second step. You already took the first step as I have. You know what you're doing a sort of works but could be better and you are trying different things. For me, I've learned so much from the power hour about things that I knew I should be doing but didn't know how to do. It provided me with confidence where I once had uncertainty and that's priceless. I'm excited about what comes next for me and you.
PV
Pete Vlahakis
I learned the finishing touches I was missing to successfully market through emails. I learned a great deal about different technologies available. Using psychology in wording to generate emotion. Many other little tidbits to mention.
CT
Collette Ramsay Taylor
1. I've learned to approach my appointment with empathy and to find solutions to the pain points.
2. I've learned that it is relationships over revenue - the revenue will come
3. Don't be afraid to put me out here as the expert that I am.
LC
Larry Celaya
The power hour has brought this value for me. It has brought me to the forefront of marketing and knowledge as it pertains to LinkedIn as well as other options out there. It will keep me from being a dinosaur in this industry. Yay!
SP
Sabrina Pearcy
VAPH has brought me to launch my life business. What do I mean by that? Well, I was launching my business when my Dad died. That threw me for a loop, for over a year. My Medicare business is solid but I always wanted to help others create a solid future financially. My mentor sent a bunch of ways to market and Advisorist was included. After a couple of VAPHs and talking to Huguette, I am so grateful to be on this journey to help a ton of people. I closed my first deal a couple of weeks ago and have a handful more in the pipeline. I joined Shift Accelerator and now I KNOW the sky is the limit. Thanks!!!!
PG
Patricia Gaurin
I learn every week about prospecting and selling techniques. Now I have more tools to organize myself in order to generate more traffic and close deal. Thank you VAPH.
SB
Scott O'Brien
I started using LinkedIn and reaching out to a particular niche. Over the past 6 months,, I was able to bring on 4 new clients with Assets Under Management totalling $6.6 million. This translates into about $50,000 per year in ongoing annual revenue. Score!
DT
Derek Thille
As a small advisor, it's hard to justify a big investment in my business, so having regular free content is valuable. One of the most valuable things has been confirmation that there is a community of advisors out there in a similar boat who are seeking to improve themselves and their business. While I admit I haven't taken massive action, one of the biggest pieces for me is small improvements that I can make in things like language (especially when compliance approval isn't required) to better serve people out there. While not a direct impact, I love the fact that Advisorist is giving back to the community and the greater world.
PF
Peter Foldes
I'm a planner. if you go far enough down the line (early next year), when there is nothing else planned the only thing you will see besides birthday reminders is VAPH on Wednesdays 9 am Pacific. The financial potential is incalcuable because this information is free and utilizing the information consistently over time will change your practice and your perspective. Buying leads? Its the 21st Century!!! My wife who isn't even in the field watches when she is at work because this teaches elements to all business, life, and psychology. COLOR THEORY?? No one in my company is talking about this stuff. I'm proud to be an alien among them. VAPH!!!
DP
Deborah Pope
I have only been able to make a few however the value offered is far more than any other program I've attended. I'm new to Life Insurance and really have no direction. I can't afford to buy the high dollar leads that have already been called by others. I'm learning that I can generate my own leads. I'm trying to save up for SHIFT NATION but will be trying to implement from the power hour to get me there. Thank you for all you do!
JM
Jim Moniz
VAPH gives us a focus for the week. Plan of action vs Motivation.
JH
Jeff Hale
I value the sales tips I get from the Power Hour. The email templates are useful. And I have defined secured leads from the mental hacks.
EC
Esther Chien
1. I was new to the virtual world and was nervous about how I looked during appointments! Through the Power Hour I learned affordable ways that I can look professional and have my Zoom setting appealable to clients
2. I did not quite see LinkedIn as a prospecting space till I started listening to the PowerHour. Through that, I learned the best practices for using Sales Navigator to initiate connections and keep the conversation going from chat to appointment! Those scripts!!
3. The power of having a NICHE!!
"Hello Jeremiah and the whole Advisorist Team! We have the first edition of the Virtual Advisor. So happy!"
"This is such a big achievement for me that I need to share. So many blessings!!! Thanks to Jeremiah D. Desmarais, Tom Hegna, Advisorist.com"
JR
James Rooney
I need to give special praise to my direct Advisorist manager Alaina Mayes. Since coming on board she has not only bent over backwards to answer my questions, but has also provided the motivation I needed to be successful in the program. I would strongly recommend her to anyone looking to expand their financial services business.
Sincerely, James Rooney Lead Strategist Advanced Insurance Concepts
FK
Fred Kettler
Hello Huguette: Hope you're doing well! Just wanted to let you know that I had a very productive coaching session with Jeremiah this morning who quickly got who I am in the world and he made an excellent recommendation for a new marketing strategy, complete with steps and a roadmap. What an amazing human he is...!! Thank you again for getting this setup and for your continued support. Best regards, Fred
KS
Kate Suri
Every week there are so many nuggets of wisdom that can be used in so many different scenarios. I have used the different methods discussed and the knowledge gained in all aspects of my life - business and personal. The enthusiasm of the power hour team is contagious and encourages me to want to do better. I look forward to this hour every week.
JH
Jamison Hibbard
Refocuses and motivates me to work on my business (not in my business). Centers me to work on what's important, growing my business. All while giving me great, actionable ideas. ideas implemented can swing half a million or more in profit.
MS
Maria Sangalang
I learned that I'm not alone with my challenges. There's help available for us to succeed and we can be a force for good to everyone with our role as advisors.
WZ
Wendy Zapata
Just closed a $330,000 FIA!
WB
Wanda Bastert
Wrote a Custom Whole Life policy = $9k in commission.
TD
Thomas Davies
I am now ranking #1 organically in google for wealth management in my area!
RS
Roger Silvera
Earned $20k in the last 30 days!
RA
Rick Anderson
Did my first linkedin event listing, so far have 124 signed up for my webinar.
RG
Ralph Gale
1st appointment from Webinar and results 500k in AUM
PS
Pamela Sams
I added 3 new clients so far this week!
NL
Nick Lenz
Completed my first 3 financial plans ever, bringing in $5k each.
MW
Michael Wilson
I had my best month on long term care sales ever. I sold four large long term care products.
MW
Melody Wilder
Wrote 4 policies total target $200k
MS
Maria Sangalang
Grateful to close 4 cases from a lead I got from TH webinar with projected commission of $3900 plus bonuses.
LS
Larissa Steffen
Brand new advisor, got your linked in playbook from an advisor in my agancy and got my first appointment on the FIRST DAY!
KC
Kim Colby
Closed on a $235K annuity
KR
Kevin Reidinger
Made MDRT for the first time!
JG
Joseph Grutta
I qualified for 4 days in Key West for being among the top producers with one of my RIA platforms
JL
Jeffery Lamont
50 new ideal prospects gained from my new Shift campaign and a $91,000 life premium sold!
JM
James Monroe
Presented in front of 30 HR Professionals.
HS
Harpreet Singh
Closed two Insurance sales of a total premium $12,000 and closed a $400,000 AUM.
HH
Hans Heath
Closed 11k in new annual LTC premiums yesterday!
DG
Deborah Gamber
I wrote about $200K in annuities business last week, about $12K in commissions!
DB
David Bearden
9k in annuity commish!
DG
Darrell Geymann
Scheduled my first 2 appointments generated from my Advisorist campaigns.
DL
Dan Leonard
Finally getting organized - I updated my sales pipeline - $11M in AUM.
BC
Barbara Cottrell
Wrote a $300,000 annuity!
AR
April Renee
I got 2 referrals from longtime client.
AR
Angela Ruff
So grateful! I had my first 40k month!!
MS
Maria Sangalang
Hello. I am sending some wins that I got from Tom’s webinar. I got 3 that I would like to share.
I got a lead (stranger) from my market niche by just posting the webinar on Linkedin.
My group benefits client, a business owner, attended the webinar twice. I have been trying to meet with her to talk about financial planning for her family and personal needs but she has always putting it on the backburner. But when she attended the webinar and sent her the recording, this was her email to me. I also gave her the Retirement Alpha Whitepaper as a thank you gift.
Lastly, a new client who’s 30+ years old attended the January webinar. She called me and was so interested in getting annuities but I told her not to get it yet and the ideal age for annuities. But because she was so inspired and pumped up with the information she got from the webinar, she referred me to her mom (to get annuities) and sister for insurance and financial plan.
I am also using this webinar to my leads for my LinkedIn Campaign and it’s really working to add value to them.
So happy with the results and I cannot wait for the February webinar.
Thanks again for Tom and your whole team.
Maria Sangalang
Tim Weldon
Senior financial Associate with Experior Financial Group
My name is Tim Weldon from Edmonton Alberta. I am growing my financial services business and with the help of Jeremiah and the team from Advisorist, I am getting much more focused on who my ideal client is and how to approach them with the best tools and advise in the industry, So grateful for all they do and give to us every week. Thank you
Brett C. Kulman
Financial Advisor
I am a financial services professional who can help you face the future with confidence and security. My goal is to help lift the burden of insurance and retirement planning, so you can enjoy peace of mind and protect the legacy you have created. Advisorist is becoming an integral part of my overall organization and for someone who is not tech savy - they provide all the tools necessary in order to use time efficiently. The best thing about about the program is: You do not need to reinvent the wheel. They want you to become successful and there is always someone that has your back. Support is key!
"$50,000 in lifetime Fees and an extra $200k - $300k in income this year"
"I wasn't closing deals with SHIFT, do decided to take it to the next level with TPI. Now my first LinkedIn conversation using the framework is moving to a sale - $5000 this year in fees, and total $50,000 overall in lifetime value. This year I'll add an extra $200k - $300k in NEW business from this program."
SB
Shavard Branam
GWN
AC means there is a place to express honestly, contribute beneficently, and grow into the kind of professional aimed to be. Content helps refresh the mind and refine efforts for more profitable business decisions. I am better due to purity of the support given.
AG
Anthia Grant
The Advisorist Community is new to me. I was introduced to it by my trainer/mentor and it's been wonderful so far. I'm now thinking of ways to connect with people that I've never considered before. And also I love that I'm starting to feel more at ease with new role as an Advisor with my company. I look forward to continuing my ongoing education in the financial industry!
SS
Susan Swinehart
SagePoint Financial, Inc.
Everything we learn is amazing!!
TW
Tim Weldon
The Advisorist community is a very high energy educational and inspirational group that has helped me become a much more informed and skilled and confident advisor.
Michele Hayes
Insurance Agent
This group keeps me focused and provides structure to my business. The training is always on point and doesn't take up the whole day. This venue helps me to think about items that can help me as a agent and help my clients. I always lookforward tothis one hour.
Lori Ellingson
Investment Executive
Excellent Education to support financial planners, I have been a financial advisor for 26 years and recently joined. I have learned so much in the few months I have been a member. It is a priority to participate every week.
Roger Ian Relfe
90 Degrees West, LLC
As a 32+yr ChFC in St. Louis/SW IL area I enjoy the gifts you provide and the energy it has added to my relationship with my 32yr old Successor, with whom I have a legal doc. NDA and Client Confidentiality letter. Even considering going out into the new prospect arena again for fun after major surgery in June!
Stephani Niblock
Investment Advisor Rep with Transamerica
I learn so much through the Advisorist Power Hours and programs!
Because of them, I have chosen a niche which not only has helped me obtain clients but has also lead to speaking engagements at local and national events such NAFPA.
They have helped me take my business to the next level.
RICHARD CURNOW
Sensible Retirement Strategies
Advisorist provides more actionable tips, advice and encouragement than any other option on the internet. The most amazing thing is the Power Hour is available at no cost. This is the most valuable 60 minutes an agent can spend, and is available every week without fail.
Jonathan Washington
Agent
getting ideas from advisor I treat the information like a buffet where I can take and share information with other advisors
LL
Leo Largoza
Financial Representative, Guardian Life Insurance Co
Advisorist's gift of insurance knowledge and related topics are truly exceptional allowing advisors to be motivated and live a life of service to the community we serve
VS
Venus Senior
My favorite thing is you guys are committed.
As a new licensed professional trust is very important to me. From the top to the bottom.. From my first meeting with Huguette to everyone that shows up on a weekly basis on the power hour. The empowerment and wealth of information that you provide for free is truly a blessing. The value that you are providing continues to build my confidence that I can do this, and I am very grateful. It's not always easy to find someone that wants to help you get to the next level. I am ready to hit the ground running. Fired Up and Ready to Go!
JS
Jerry Sheridan
Jeremiah,
The TPI program was the best that I have seen in nearly 20 years. Learning the Framework, the Offer and the sequence of calls was invaluable. I am so thankful for being able to participate in the program. Thank you and the team for developing the TPI program and thank you for all of your support.
Ever grateful,
Jerry Sheridan
GJ
Greg Johnson
None
Very green financial advisor in the midwest soaking up wisdom from y'all.
The AMP challenge was very clarifying with great insights and actionable advice.
I have no idea how to predict income, but I do love helping people figure out how to clarify goals and build out a plan to succeed.
Anthony DeHeer
Senior Financial Advisor - De-Heer Financial
AMP challenge was awesome, and refreshing with lots of nuggets from everyone that was on the program.
Jeremiah you speak the truth, and it touches the heart of humanity.
This challenge has showed me how to control my mindset by telling stories that relaxed people and to relate with them emotionally.
Thank you so much for everything.
Susan Acosta
Associate, Impact Wealth Innovations
Hi JD & your awesome team! This is Susan Acosta, Las Vegas, NV. Financial Insurance Agent/consultant focused on Infinite Banking, Annuities etc. It was an eyeopener for me to hear and learn from you and others who shared their experiences; it was all VERY valuable. I'm very happy to have participated and will look forward to getting onto the Velocity (still trying to swing things together - may I still join?) The Tonality Triad and speaking to the 'elephant' the emotion side is what I'd like to improve on and will be reviewing the VIP info.
Henry Levine
Financial Educator ans Retirement Specialist
Advisorist have great coaching programs and I have several in process. I am having success with Tom Hegna webinars in several venues. The AMP Challenge - resulted in making the fire in my belly go up 100 times - let me translate that to energy level! I expect to earn 100,000 more because of the challenge Thank you Jeremiah and the entire Advisorist Team.
Steven H Step
A Step Ahead Financial
My name is Steven Step and I am always working to be more effective in my financial services sales. Th aMP challenge has provided great insight as to how my clients and prospects think. I am sure that this webinar series will add thoudands of dollars of commission in the next year.
MT
Marilyn Teitelbaum
Financial Advisor wealth wisdom
I’m working on offering annuities with AAAMP!!!!!!! Always Align Annuities , magnify , position . I say these words every hour as mental exercise to keep them fresh and foremost . Challenged me to rethink my limitations and recalibrate objections to my advantage . Dollar value on income around 50,000. Be the change with Just Jeremiah !!!!!
Jerry Sheridan
Founder LIFT-UP Financial Services
The content was amazing. I found the preparation mindset was the most useful and impactful. Getting in the right frame of mind to help the people I talk to and add value to our conversation was the most meaningful. I estimate this training will net out over $100,000 for me.
Scott
President - AMP 18 - Advisor Market Partners VA
Focus!!! AMP was a new way for me to focus on the clients I serve. As an advisor who wants to build a $50K / month revenue stream these session plus VIP and the Velocity course are key building blocks. Jeremiah & his team delivered the information, structure and opportunity to help me make 2023 my best year as an advisor. Let's Go!!!
Robert Elliott
Owner
I'm Robert Elliott. Building my advisor business Aspen Gold Financial. There were two valuable takeaways for me; 1) the importance of physical prep - how to better treat myself through hydration and exercise before a client meeting. Bottom line - the better I feel, the better I will do. 2) Stay the course of being committed to improving the client's life. Stay disconnected from my income needs. Take care of the client's and they will take care of me. Never lose track of whom I serve.
I always like being challenged and learning. Jeremiah, like usual, gives you a firehose to sip from and learn. Notes and screenshots are invaluable to record and review to learn and retain as much as possible.
Anna Felix
Wealth Partner at Stronghold Wealth Partners
As always Jeremiah provided a ton of value! How we communicate is so important and the tips were very helpful. I wasn't able to attend all three days, but I plan on implementing the nuggets I learned.
SS
Sarrah Samraoui
The summit was full of value and golden nuggets that are easy to digest - the time flew by. I enjoyed all the sessions, especially Sky's session which I am planning to implement, and start using the note card formulas part of my email outreach. I am also thinking to experiment using this formula for social media posts as well. Thank you to the entire team for putting such a fabulous event together.
John Prewitt
All the sessions stood alone in excellent content. This was content that applies to being successful in today's market. Definitely not the old techniques that do not work today.
Inez Johnson
I came to the virtual summit with an initial thought of just staying on for an hour or two but as I listened, I was captivated. I can't choose any one session they were all great! I noted the 10 steps to standout, gift-ology, have an offer not sell a product and tell my story. I have to AMP up my ROR and work on my USP and UVP. Thank you for an informative full day!
steven guiness
Tom Hegna is my man, I have followed him for years, and have his great book,,,Pay Checks and Play checks.... sg
steven guiness
Tom Hegna is my man, I have followed him for years, and have his great book,,,Pay Checks and Play checks.... sg
CB
Cynthia Brame
Today was absolutely incredible!
John Ruhlin's training resonated with me so very deeply. So many concepts that I'd never considered. Many epiphanies from his talk. His values and integrity were in alignment with mine.
I've got to stand out. Distinguish myself and to work on further drilling down to have an super specific niche. So I have much work to do.
Thanks for bringing us so much value and transformational content! We appreciate you and your incredible team and all of the phenomenal speakers that inspired, educated and challenged us!
MT
Marilyn Teitelbaum
I will show up in uncommon ways
SS
Susan Swinehart
Tom Hegna always has such good information! Linkedin information. Sky's information.
Email ideas,Don Hobbs'information and social media.
MK
Mike Keeler
Great content. I took pages of notes and can't wait to start implementing.
JH
Jeremy Hernandez
John's message on gifts was so powerful. I am looking forward to implementing it.
GR
Gary Rau
As I have been pivoting my business from coaching to consulting over the past year, VAPH has provided a steady stream of information that has helped me to focus on my niche and delivery channel. The Facebook group provides insightful discussion. In particular, the 3-week series on empathy mapping has given great insight into defining my ideal client.