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Authenticity and Client Goals – With Mark Grooters - Episode 11
Manage episode 450026282 series 3605064
Mark Grooters, is interviewed by John Kailunas II. Mark is part of the Regal Apex Group, discusses his background in financial services and the importance of being a sales rep. He emphasizes the need for advisors to be authentic and focus on the client's needs. Mark shares his experience working at Edward Jones and the benefits of their training program, as well as the drawbacks of their strict system. He also highlights the advantages of being an independent advisor, such as having the freedom to choose products and run meetings in their own way. The conversation touches on the importance of aligning with a firm that shares the same values and the need for pragmatic compliance. In this part of the conversation, the hosts discuss the ideal client profile and the importance of firing clients who don't align with the advisor's values. They also share some interesting and humorous stories about their experiences with clients and prospects. The conversation ends with a discussion on the power of gratitude and its role in maintaining a positive mindset.
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Podcast Closing
Chapters
1. Introduction and Background (00:00:00)
2. Disclosure and Practice Management Advice (00:01:52)
3. Mark's Background and Career Choice (00:02:21)
4. Starting in Financial Services (00:03:30)
5. The Importance of Sales in Financial Services (00:04:36)
6. The Need for Prospecting and Growth (00:05:24)
7. The Difference Between Financial Service and Financial Sales (00:06:48)
8. Client Education and Avoiding Buyer's Remorse (00:07:20)
9. Mark's Approach to Client Education (00:09:00)
10. Reading Nonverbal Cues and Focusing on Client Needs (00:09:49)
11. The Good and Bad of Working for Mark's Start (00:10:49)
12. Transitioning to Independence and the Benefits (00:13:05)
13. Aligning with a Firm that Shares the Same Values (00:14:11)
14. The Drawbacks of a Strict System (00:15:59)
15. The Freedom and Flexibility of Being an Independent Advisor (00:18:43)
16. Balancing Risk Mitigation and Client Needs with Pragmatic Compliance (00:20:38)
17. Finding Your Ideal Client (00:23:31)
18. The Art of Firing Clients (00:26:47)
19. The Power of Gratitude (00:29:41)
20. Walk-Up Songs: Expressing Personal Style (00:42:13)
52 episodes
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