We’re excited to return with a new series featuring advisors around the country. We’ll spend time discussing their business and processes, and learn from their successes and failures. Today we welcome on Michael Mezheritskiy of Milestone Asset Management Group in Connecticut to learn more about what’s behind his growth from a solo shop to now having four offices.

From the importance of consistent marketing to the power of tax-centric planning, Michael discusses the pivotal decisions and tools that propelled his firm to new heights. Whether you're a solo practitioner or part of a larger firm, this episode is packed with valuable takeaways for any financial advisor looking to scale their business.

Here’s some of what we discuss in this episode:

0:00 – Intro

0:52 – Background on Michael’s business

2:13 – Solo to four offices

5:23 – His appointment process

11:05 – Systems

14:07 – Follow-up process

19:41 – What would he do differently?

Featured Takeaway:

"It takes about four to five months to kind of get into a groove and actually start creating some sort of a pipeline."

About our guest: https://milestoneamg.com/team/michael-mezheritskiy/

Mastermind Advisor Website: https://mastermindadvisor.com/

Watch us on YouTube: https://bit.ly/3r1gBK1

You have to be good at closing virtually and good at closing in person, but you first have to be able to get in front of people and that’s what we’ll help you with in this episode. That’s the biggest problem many advisors have right now and webinars and seminars are still a trusted way to accomplish that. 

It’s not just about the numbers when you run these events, and we'll underscore the essentiality of quality over quantity when it comes to appointments and leads, the perfect ad spend for webinars, and the art of nurturing leads before they attend.

Here is some of what we’ll cover in this episode:

• Results we’ve seen this year and what the expectations should be for your marketing.
• Having the right mindset with this system.
• Why we don’t think you need to spend a bunch of money on ads.
• What we’ve found that works when structuring your seminars and webinars.
• Breaking down the cost per registrant.
• Picking the right location for seminars. 

Featured Takeaway:

"I think for the most part, you can't feed yourself if you don't get in front of people. Right. And that's, that's the first problem that most advisors have."

Mastermind Advisor Website: https://mastermindadvisor.com/

Watch us on YouTube: https://bit.ly/3r1gBK1

Just look at the numbers. In 2022 alone, Facebook generated nearly $114 billion in advertising revenue and that’s expected to grow over the next few years. With that much money pouring into the social media platform, it’s obviously an effective solution for many companies. However, like any other tool, it needs to be used effectively to yield the desired results. 

This topic came to mind because we were in a Facebook group recently and read a few comments about what you should and shouldn’t be doing with Facebook ads. Sure, that person might be getting plenty of leads from the ads, but they probably aren’t qualified. We’ve seen this play out over and over so we’re going to spend this episode talking about how to get someone through the funnel – from the lead to the appointment on your calendar – with the quality you’re looking for. e.

Here is some of what we’ll cover in this episode:

• One of the biggest places people screw up is by not using interests in targeting.
• How to use Facebook lead forms effectively. 
• It’s easy to copy ads that bigger companies are using, but make sure you’re careful about who you’re copying.
• Why you need to be utilizing the Pixel on your site.
• Crafting the right copy and using a strong image to get people’s attention.

Featured Takeaway:

"I'd say the majority of Facebook is e-commerce ads, I don't think the majority of it is people trying to fill their seminars, so it's a little different."

Mastermind Advisor Website: https://mastermindadvisor.com/

Watch us on YouTube: https://bit.ly/3r1gBK1