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Impact & Income: A Journey Towards Empowering Financial Professionals

April 01, 20242 min read

Are you ready to embark on a journey towards achieving impact and income in just 15 minutes? Welcome to our new show where we delve into the realms of sales, marketing, protection coaching, and building resilient communities. Join us as we explore the dynamic intersection of making a difference while also earning a living.

Introduction to "Impact & Income"

In our inaugural episode, we set the stage by introducing ourselves and our backgrounds. I am Matt Chapman, a protection coach with a passion for improving customer outcomes and helping advisors excel in their conversations about protection and wealth. Alongside me is Ash Borland, a seasoned expert in marketing and sales training for financial service professionals.

The Genesis of Collaboration

Our collaboration stemmed from a shared realisation of the growing need for comprehensive training in protection and sales within the financial services industry. As our individual coaching practices flourished, we recognised the opportunity to combine our expertise and create a course that could empower advisors to elevate their businesses and serve their clients better.

Embracing the Dual Nature of Success

One key takeaway from our discussions is the symbiotic relationship between earning income and making an impact. Rather than viewing sales and marketing as taboo subjects, we advocate for embracing the opportunity to earn while positively influencing lives and communities. Our course aims to equip advisors with the tools to achieve financial success while delivering meaningful outcomes for their clients.

The Evolution of a Vision

What started as a casual conversation about creating a course quickly transformed into a comprehensive two-year plan to revolutionise how advisors approach sales, marketing, and protection coaching. The overwhelming response from our audience reinforced the importance of developing a robust framework that could truly make a difference in the industry.

Looking Ahead: Unpacking Sales Culture

In our upcoming episodes, we will delve into pressing topics such as the acceptability of a sales culture in today's world. Join us as we navigate through the nuances of balancing financial success with ethical sales practices and uncover the strategies that can drive both impact and income for advisors in the modern landscape.

Conclusion: Bridging the Gap

As we wrap up this introductory episode, we invite you to join us on this transformative journey towards unlocking the full potential of your financial services career. Together, we can redefine the narrative around sales, marketing, and protection coaching, demonstrating that making a difference and earning a living are not mutually exclusive concepts but rather complementary aspects of a successful practice.

Stay tuned for our next episode as we dive deeper into the intricacies of sales culture and its role in shaping the future of the financial services industry.

Impact and IncomeSales and MarketingProtection CoachingFinancial Services IndustryCustomer OutcomesFinancial SuccessEthical Sales PracticesPersonal DevelopmentBusiness EmpowermentCommunity BuildingSales CultureFinancial Advisors TrainingResilient CommunitiesProfessional GrowthMaking a Difference
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Ash Borland

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