Maximizing Your Brand Through Personal Storytelling

Episode Summary

In Episode 7 of Evergreen, Kirk Wayman joins us to explore the art of personal branding and why it’s crucial for financial wholesalers. Discover how your unique story and authentic voice can differentiate you in a competitive industry, foster trust, and build lasting client relationships. Kirk shares actionable steps to identify your strengths, craft your signature story, and align your personal brand with your professional goals. Whether you're looking to stand out or strengthen your client connections, this episode provides key insights and practical tips to elevate your personal brand.

Resources

 

How to Survive Thrive as a Financial Wholesaler

 

“Surviving the Grizzly” Handling Aggressive Clients

In this video series, we discuss “survival” tactics for handling aggressive clients. Part Three: Know When to Play Dead.

In client interactions, emotional intelligence is key to defusing tension. When faced with an aggressive client, stay calm, actively listen, and validate their concerns. Avoid reacting defensively or emotionally. Instead, practice patience and empathy to build trust and de-escalate the situation. Watch this month's episode or read our blog to learn how these strategies can turn conflicts into long-term partnerships.

 

Meet the Coaches

 
Kirk Wayman, Ikon Coaching in Redding, CA

Kirk Wayman

As the founder and principal coach of Ikon Coaching, Kirk is passionate about helping leaders show up as the best version of themselves allow you to find your highest good for the benefit of those you serve.

Visit ikoncoaching.com

Mitch Santala, CEO of ESA, offering business coaching to Financial Wholesalers

Mitch Santala

Mitch Santala is the CEO and co-founder of ESA with over 30 years of entrepreneurial leadership. ESA supports over 500 sales men and women in the financial industry with world class appointment setting services.

Contact ESA

 

Thank you for your referrals and your loyal partnership with ESA

Let’s Connect

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How the Best Wholesalers Use Their Schedulers

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Six Gems to Closing the Sale