How to stand out in the Financial Industry? with Robyn Thompson

03/08/2021 53 min Temporada 1 Episodio 26
How to stand out in the Financial Industry? with Robyn Thompson

Listen "How to stand out in the Financial Industry? with Robyn Thompson"

Episode Synopsis

Many Financial sale professionals are scratching their heads as to what they can do differently to stand out and break through the very busy online environment.Listen to my conversation with seasoned financial expert, Robyn Thompson  as to how she not only maintained her base business but  grew it during a  pandemic.She shares her learnings, failures and tactics to add true value to your clients.1:22 Robyn’s Background14:20 Social media and the importance of  content18:45 Robyn’s First Job 22:22 Recognizing Failure24:05 Adapting to the ‘new norm’32:04 Milestones34:50 Stocks and the Sales Cycle41:22 The importuner of MentorshipLinkedIn: Robyn K. Thompson CFP®, CIM®, FCSI® | LinkedInInstagram: MONEY | FINANCE EXPERT (@robyn.thompson.money) • Instagram photos and videosVimeo: Castlemark Wealth Management (vimeo.com)Facebook: Castlemark Wealth Management Inc. - Home | FacebookTwitter: CastlemarkWealth (@CastlemrkWealth) / TwitterWebsite: Toronto Certified Financial Planner (castlemarkwealth.com)If you are interested in joining our sales community and receive biweekly newsletter please sign up here https://www.k2perform.com/resources/blogTo learn more about Karen connect with her on LinkedIn  https://www.linkedin.com/in/karen-kelly-sales-trainer-/If you have any suggestions for guests or topics on the K2 Sales podcast please contact [email protected] more content like this, join hundreds of other subscribers to The K2 Sales Academy. Our subscription based on line sales training platform. $495/year unlocks the Fundamentals of Sales program with built in knowledge checks, resource folder with scripts, templates and checklists as well as regular webinars. 1:1 and group coaching packages available as well. To access our free one week Trial visit The K2 Sales Academy