December 7, 2022

Steep Summit Stories Episode 9 with Tayvon Jackson

Summit Stories Episode 9 – Tayvon Jackson

Tayvon Jackson is a Financial Advisor and Founder/CEO of New Perspective Financial Solutions and has been licensed since 2012. He focuses on helping retirees navigate the next stage of their life, retirement. Tayvon has implemented a very webinar heavy focus in his plan for growth for his practice.

In this conversation, Jonathan and Tayvon talk about how Tayvon utilizes webinars in strategically growing his practice, tips and tricks for appointments, and some real life numbers and metrics he has had in his firm.

Conversation Highlights

0:00 – 1:30 – Introductions
1:32 – 2:47 – Using webinars and why webinars
3:00 – 5:29 – Webinar attendance and Tayvon’s process
5:30 – 7:00 – The importance of questions and webinar prep
7:00 – 8:28 – Webinar production numbers & ROI
8:40 – 13:10 – Creating an engaging webinar, getting your audience to stick around, webinar tips
13:11 – 14:41 – Tips on getting people to schedule appointments in a webinar
14:45 – 16:16 – Appointment live vs. post webinar
16:20 – 19:58 Tying full retirement plan vs individual topics together with clients & asset amounts
20:26 – 21:31 Brand new advisor pep talk for doing webinars
21:32 – 22:31 – Closing remarks

Visit their website

New Perspective Financial Solutions

Posted in: Summit Stories

December 7, 2022

Steep Summit Stories Episode 9 with Tayvon Jackson

Summit Stories Episode 9 – Tayvon Jackson

Conversation Highlights

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