Tag: Emotional Connection
141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener

141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener

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The most common mistake advisors make with prospects?

They deliver a logically-driven pitch showcasing all the ways they can help.

But, prospects make decisions with the emotional part of the brain. And, that’s why logical pitches fall on deaf ears.

Stacy Havener, Founder and CEO at Havener Capital Partners, has raised billions for boutique asset managers, and she did it with words, not numbers. Her story-driven method taps into something most pitches miss: emotion.

If you want to connect with prospects, you need to master the art of storytelling.

In this conversation, she unpacks why logic-based pitches fail, how to structure a first meeting to connect at a human level, and the neuroscience behind compelling narratives that convert.

You’ll learn: 

  • How you can set the tone for a vulnerable and authentic conversation
  • How to turn a good story into a compelling offer that moves clients to action
  • Structuring prospect meetings to build an emotional connection and trust from the start
  • The science behind storytelling and how it triggers buying decisions at a subconscious level
  • Tips for creating powerful “backstories” and using emotional cues that resonate with your audience

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Resources:

Connect with Brendan Frazier: 

Connect with Stacy Havener: 

About our Guest: 

Stacy Havener is the Founder/CEO at Havener Capital Partners, a sales and marketing agency that helps boutique asset managers build, launch and grow funds. Havener Capital is on a mission to level the playing field in asset management by raising $100B for boutiques over the next decade.

Stacy holds her Series 6, 7, 24, 63, 66, and 79 licenses and is a registered representative of Compass Securities Corporation. She received her Bachelor of Arts in English Literature from Western Connecticut State University, graduating summa cum laude in 1998. That same year, Stacy was named to both the NCAA and the GTE/CoSida Academic All-American teams for Division III Women’s Soccer and subsequently nominated for NCAA Woman of the Year.

Based in Newport, RI, Stacy often spends her mornings walking the beach, sipping a Dunkin’ coffee, and listening to 90’s hip hop

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams

134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams

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Financial advice is no longer just about offering services—it’s about creating real, meaningful experiences for clients. 

Because an experience unlike any other is the difference between a one-time sale and a lifelong client.

You want to create experiences so exceptional that your clients aren’t even interested in hearing about an alternative. 

And, they can’t wait to tell their friends and family about it.

Fortunately, Dennis Moseley-Williams is a client experience guru and explains how to elevate your client experience to create raving fans and grow your business.

You’ll Learn:

  • Why efficiency is the executioner of experience
  • Why all advisors need a secret belief to share with clients
  • The important distinction between service and experience
  • Lessons about the client experience from The Ritz-Carlton
  • A social media experiment to enhance the client experience

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Connect with Brendan Frazier: 

Connect with Dennis Moseley-Williams:

About Our Guest: 

Dennis is the founder of Dennis Moseley-Williams Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. A certified expert in the Experience Economy, Dennis helps organizations understand that customer experience is the predominant economic offering in the world today and demonstrates ways in which experiences can be crafted and staged so that they entice, educate, satisfy and transform

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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128: The 3 R’s of Relationship Marketing with Bill Cates

128: The 3 R’s of Relationship Marketing with Bill Cates

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“If you’re not relevant, you’re ignored. If you’re not compelling, you’re forgotten.”

Bill Cates, the “OG” of relationship marketing, knows that genuine connections are the heart of a thriving and growing practice.

But with technology constantly reshaping how we connect, how do you still leverage a human connection?

For decades, Bill has mastered the art of building trust, creating relevance, and fostering relationships that lead to referrals.

And, in this episode, he shares the 3 R’s of relationship marketing and how they remove friction from the prospecting process and pave the way to exponential growth for your practice.

What You’ll Learn:

  • The #1 barrier to getting more referrals
  • Brain-based tips for crafting messages that stick
  • Why focusing on a niche can fuel massive growth
  • Why “introductions” beat referrals—and how to ask for them
  • How storytelling creates emotional connections that inspire action

*To sign up for Brendan’s newsletter packed with resources to master the human side of advice → Click Here

Resources:

Connect with Brendan Frazier: 

Connect with Bill Cates:

About Our Guest: 

Bill Cates is a renowned author, speaker, and coach specializing in relationship marketing and client acquisition strategies. With decades of experience, he has helped thousands of advisors and businesses refine their approach to building relevance, creating emotional connections, and generating referrals. Bill’s work combines timeless marketing principles with modern tools to help advisors grow their practices and make meaningful connections with clients.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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