On this week’s Power Hour, Grammy-nominated, multi-platinum selling singer/songwriter Eritza Laues joins us to share how financial advisors can show up with rockstar-like presence on Zoom meetings and webinars.

👉️ Join us Wednesday at 12pm EST /9am PST!

🦗 Bugging Out

Cicada season is upon us once again. In South Carolina, these noisy bugs are bringing a ton of drama.

Citizens in Newberry County even called the Sheriff's office over what sounded like loud roaring or sirens. 

The false alarm turned out to be the song of male cicadas calling in a mates after a decade-long lull. 

Save those 911 calls for what's really bugging you!

- Team Advisorist

In Today’s Issue 👇️ 

• 5 tips for successful webinars

• Ways to create and deliver the perfect elevator pitch

• How to lock down private pics in your phone

Plus, all of the week’s top headlines and stories that you need to know!

💻 Nail Your Next Webinar

Webinars are a fantastic way to convey your message to an audience at little to no cost.

Whether you're a webinar veteran who wants to improve or a newbie getting ready for your first show, follow this formula to get the most out of your efforts. 👇

1. Topics matter: The sweet spot is somewhere between your goals and what your audience wants to hear. Timely news topics are always a crowd pleaser, like market recaps or new tax laws. 

Don't be afraid to branch out to non-financial topics like health and wellness. Grab a guest speaker if you want to cover something outside your expertise.

2. Be a storyteller: Structure your webinar with a clear beginning, middle, and end. Bring in relevant statistics, graphs, and charts to help paint the picture. 

For a bigger storytelling impact, consider hosting a guest relatable to your ideal audience and do your webinar interview-style. You can tell your own story, too. 

3. Get the word out: Create a registration page that's easy to navigate and includes the important details. Send an email to your list and set follow up reminders leading up to the event date.

Put a link to your registration page in your social media bio and create posts to bring awareness. Tap other influencers in your niche to spread the word.

4. Post-show analysis: After the webinar, take a look at your metrics to pick out the best leads. Look at things like time spent in the webinar, engagements in the chat feature, and how many previous webinars they've attended.

To capture more leads, send out a post-webinar survey and ask for suggestions and feedback. 

5. Create content: Chop up your webinar into 30 to 60 second segments and post them on TikTok or Instagram. Get a transcript of your webinar and break it into a couple of blog posts or LinkedIn articles. 

Got any stellar webinar tips? Hit reply and let us know! 🙌

Sponsored Post

📊 Exclusive Investment Opportunity: 12% Annual Preferred Return

As a reader of the Advisorist Newsletter, we like to bring you investment opportunities that we’re privy to.

This week, we have an opportunity from Jason over at Mondax Group who is launching AXEL Fund II.

This fund is a rollup of independent trucking companies that move freight between FedEx warehouses.

The fund is raising $25M with investors getting a 12% preferred return paid out 1% monthly.

They are closing on the first traunch and are looking for accredited investors who want to participate in the second traunch.

Without getting too technical, here are some of the highlights:

• Boring and steady cash flow averaging 18%-20%

• ZERO debt (why pay the bank 8% when we can pay you)

• Minimum investment $100k - normally $250k, but making an exception for readers

• Exit plan in 4-6 years where valuations look to double based on current comparables

(By the way, if you make more than 12% annually over 5+ yrs you will outperform 95% of all hedge funds and professionally managed money.)

If interested, Jason has asked us to pass along his personal number.

You can give him a call at 609-937-8064.

Note:

• Accredited investors only.

• Please read the private placement memorandum before investing.

• See disclosure statement at the end of this email.

• This is not a solicitation.

Headline Roundup

🏠 Affecting Your Clients

• Mortgage Rates Continue Upward Climb to 7.17% [FOX]

• Southwest to Stop Service to 4 Airports [CNN]

• At Least $1M Needed to Retire Comfortably in These 10 States [CNBC]

📈 Markets & Economy 

• Long-term Treasury Bond ETFs Under Pressure [MW]

• US Stocks Tumble after Meta's Reality Check [Y!]

• US White-Collar Job Growth Stalls, Even in Pandemic Boomtowns [B]

💼 Industry Roundup 

• DOL Releases Final Fiduciary Rule [TA]

• FTC Issues Worker Non-Compete Ban as Chamber Lawsuit Looms [AH]

• Annuity Sales up 21% in Q1, LIMRA Reports [INN]

 💼 Elevating the Elevator Pitch

Did you know that the concept of an elevator pitch originated in Hollywood? 🎬

Screenwriters would pitch their ideas to executives if they caught them in an elevator. The more you know!

For all of us non-screenwriters, an elevator pitch can come in handy when you find yourself in this scenario:

• It's your first time meeting someone 

• You have maybe only a minute or so of their time

• They have the potential to help you out in some way

People tend to tee up an elevator pitch by asking questions like, "what do you do?" and "who do you work for?" 

To come off as smooth as possible, have your elevator pitch ready. Here's a quick guide on key elements 👇

• Become an expert in your products and services and know what sets you apart from the competition.
  

• Start off with a concise intro of who you are and what you do.
  

• Your pitch will likely change, depending on who you're talking to. Know your audience and develop a few different pitches based on who you'd pitch to most often.
  

• Pull out sound bites on what makes your services so valuable. Highlight unique selling points like tenure, awards received, certifications/specialties.
  

• End your conversation by requesting an action. Schedule a call or a meeting and at the very least, ask for their contact information.

Preparing for a potential elevator pitch is one thing. Actually delivering it is another. Here are some tips for a flawless delivery:

• Aim for a pitch around 30 seconds long. 

• Practice your pitch in the mirror and with family and friends.

• Speak clearly and slowly.

• Make your pitch sound as conversational and natural as possible.

• Put on your best smile and showcase your personality.

Elevator pitches can seem daunting, especially when you catch a whale and there's a lot at stake. 

Be yourself and don't beat yourself up if things aren't perfect. At the end of the day, remember you're talking to another human, just like you. 🫵

🗓️ Event of the Week

On this week’s Power Hour, Grammy-nominated, multi-platinum selling singer/songwriter Eritza Laues joins us to share how financial advisors can show up with rockstar-like presence on Zoom meetings and webinars.

💎 How to shake the nerves of being on video and finally let your personality SHINE

💎 Powerful affirmations to help you overcome your biggest fears

💎 Golden nuggets for creating better video content that turns prospects into CLIENTS

👉️ Join us Wednesday at 12pm EST /9am PST!

🤖Tech Tip

If you keep pics with personal data (like your credit card or drivers license) on your phone, set up a locked folder in Google Photos to keep things private.

To set it up:

• Open the Google Photos app.

• Go to Utilities.

• Go to Set up Locked Folder, and follow the instructions. Anything you store there stays there. It won't get backed up to the cloud.

If you're an iPhone user, you can keep pics locked down in the Notes app.

• Open a picture in the Photos app.

• Tap the Share icon and choose Notes.

• Create a new Note or save to an existing Note.

• Click the three dots in the upper corner of the Note, then click Lock.

✌️Good Vibes

Becky Arbaugh was working her lunch shift at a Taco Bell outside of Philadelphia when she heard a scream.

A lady was shouting into the drive-through window that her baby wasn't breathing and to call 911.

Becky immediately ran outside to the mother holding her 11-week-old son in her arms. 

She performed CPR on the baby and he eventually started breathing again. When the ambulance arrived, the EMT said that Becky saved the child's life.

When reached for comment, Taco Bell commended Becky for her heroic actions. Store members from other locations continue to sing her praises. 

Not all heroes wear capes. Amazing people are all around us. 😌🦸🏻‍♀️

Sharing looks good on you.

When you copy that link at the bottom and share it with a few financial planning colleagues, you look like the smartest advisor in the room by keeping them informed.

Plus, you earn rewards. Sweet.