The marketing and sales playbook for insurance advisers ...

17 Nov 2022 · 5 min
5:02

A YouTube presentation by Andy Neary describing the Broker Branding Academy, a live coaching course (12 modules) that teaches insurance advisers a repeatable marketing and sales system organized into four phases: (1) Clarity — define ideal prospects demographically and psychographically; (2) Capturing Leads — permission marketing using social media, email, webinars; (3) Content Creation — regular content (social, email, webinars, website) and drip/nurture sequences to stay top-of-mind; (4) Conversion — a sales system with a short diagnostic question set. Neary uses examples (demographics vs psychographics, LinkedIn-as-community "mayor" analogy, weekly Friday coaching video at 9:30 Mountain) and provides four diagnostic questions advisers should ask prospects to reveal goals, success, challenges, and impact.

Questions this video answers

12 modules

Four phases

Every Friday morning at 9:30 Mountain

1) What is your number one goal right now? 2) What would it mean to achieve it? 3) What is the number one challenge keeping you from achieving the goal? 4) How is the challenge impacting you and your business right now?

Chapters

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