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The Advisor Internet Marketing Podcast

The Advisor Internet Marketing Podcast is for financial advisors who want to grow their business to provide more time, more profits, and more freedom while creating a lasting impact in the lives of their clients. In order to survive and prosper in the Internet Age, you must abandon the traditional “old school” marketing approaches being perpetuated by our industry. If you want to learn modern approaches to get more leads, more clients and become established as the pre-eminent authority in your marketplace, you have come to the right place! Join our movement at www.AdvisorInternetMarketing.com/podcast
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Jan 22, 2018

Hey advisors, I’ve got a great show lined up for you today. My guest’s name is Terry Heys, and don’t let his laid-back demeanor fool you because he’s a truly one of the sharpest advisors that I’ve had the privilege to work with. Terry has been in the business for 29 years now and what makes him so remarkable is that he runs his practice 100% virtually and hasn’t seen a client in person in over 5 years. He consistently writes at least $7MM of annuities 100% virtually, over the phone and makes an additional multiple six-figure income from his assets under management. Because he’s built his practice around his own schedule and lifestyle, he started another an Amazon business that’s bringing in over $20-30K per month in revenue. Suffice it to say, Terry is not a conventional “old school” advisor and purposely chosen a more simple, and highly profitable business that gives him the freedom to travel with his family, go to his daughters gymnastic meets and participate in cycling events with his wife. So if you’re looking for ways to create more freedom with your practice and create a sales process that supports your ideal lifestyle, I think you’ll really appreciate our episode today. And stay tuned to the end, because we’ll be announcing a new program for advisors that want more help adapting a virtual sales process into their practice. So please welcome to the show, our resident expert on virtual sales and building a thriving, highly profitable virtual practice: Terry Heys.

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