Dan Allison: Having a Positive Impact on the Industry

Small Steps, Big Wins

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Dan Allison | Managing Partner | Brokers Clearing House

Podcast Episode Description: Having a Positive Impact on the Industry

Bio: When most financial advisors and RIAs are being honest, there are two big gaps in their current business. First, they struggle to get their clients to refer as much new business as they would like. Most advisors don’t want to use cheesy one liners and harm relationships but know that doing nothing is not effective.

For 17 years through my work with the Feedback Marketing Group I’ve been able to help countless advisors around the world solve this problem in a way that is professional but effective.

The other challenge most advisors and RIA’s have involves insurance planning. While they use words like “fiduciary” and “holistic”, many are actually much more comfortable with accumulation conversations and strategies. They admit they don’t want to be “the insurance person” or aren’t current on insurance planning strategies.

I bought an insurance firm along with a partner called BCH to serve as the insurance planning partner to advisors and RIA’s who know some of their clients need planning, but either don’t want to do it themselves or are not comfortable with their knowledge level. We take a fiduciary approach to what can normally be a very biased industry so advisors get the perfect solution for their clients with full transparency.

If you are an advisor or own an RIA and struggle with earning referrals or doing quality insurance planning for your clients, connect with me and see how we can help!

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