Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83)

What’s the secret to increasing your win rate from 85% to 100%? You might be surprised to learn that it starts with a personal story.

Join Randy Yost on the Breakthrough Advisor Podcast as he chats with Deirdre Van Nest, an expert in helping advisors and entrepreneurs create their “personal brand why story.” Deirdre opens up about overcoming her fear of public speaking and how she now empowers financial advisors to build trust and connect deeply with clients. 

Discover why the personal brand, why story is crucial for forming authentic relationships with clients and how it can accelerate decision-making. Deirdre also offers tips on the types of stories to tell and how to tailor them to resonate with your audience.

Randy Yost and Deirdre Van Nest discuss:

• (00:03:07) Building trust and connection quickly through storytelling
• (00:04:06) Transforming fear into public speaking success 
• (00:07:12) Strategies for increasing client conversion rates with a personal brand why story
• (00:19:28) Identifying the right story to tell and its implementation

Resources:

• Winning at the Intersection of Annuities and Wealth Management
• Deirdre Van Nest’s NAIFA conference – Roger’s story
• Deirdre’s “Story Guide”

Connect with Randy Yost:

• LinkedIn: Randy Yost
• ryost@insurmark.net
• InsurMark

Connect With Deirdre Van Nest:

About Deirdre Van Nest:

• dvn@crazygoodtalks.com
• LinkedIn: Deirdre Van Nest
• LinkedIn: Crazy Good Talks | Deirdre Van Nest
• Twitter: @DeirdreVanNest
• Facebook: Crazy Good Talks
• Crazy Good Talks

Deirdre Van Nest doesn’t believe in boring you with a laundry list of credentials. She is the go-to expert for ‘Mission-Driven” financial professionals and entrepreneurs on how to Make An Impact when you express yourself.

Deidre is a top-rated International Keynoter, Trainer, Story Strategist & Artist, and the Creator of the Crazy Good Talks® Blueprint and the Emotionally Engaging Advisortwo practical communication systems that have taught thousands how to capture attention, connect emotionally and Make An Impact.

She is passionate about this work and feels blessed every day to help my clients succeed. On a personal note, Deirdre is an Italian & Irish New Yorker living in Minnesota, where she tries hard not to scare people with her loud voice and enthusiastic hand gestures.