Big Fish Advisor Services

06/03/2024

Reminder for our Big Fish family: On Thursday the 13th, we will be hosting an exclusive workshop on Fact Finding to help elevate your client meeting skills with strategies implemented at Judson & Stinson Private Wealth Management.

We have used Mindshift in the past and have taken away several key points and we cannot wait to share with you the best way to up your conversion rates!

Workshop Details:
Date: Thursday, June 13th
Time: 12:00 PM - 2:00 PM EST
Registration: https://cart.mindshiftfinancialcoaching.com/big-fish-mindshift-workshop/

We hope to see you next week! If you have any questions, please don't hesitate to reach out!

Checkout page for Fact Finding Formula For Converting Clients With Ease.

05/29/2024

Don’t let your pipeline run dry this summer! At Big Fish, we’re experts in leveraging LinkedIn for effective prospecting done for you around the clock. Here’s our streamlined process:

-Identify Prospects: We pinpoint your ideal A+ prospects from targeted markets and industries.

-Connect: Our team sends connection requests on your behalf.

-Engage: After connecting, our phoning team books 20-30 meetings a month directly on your calendar, handling follow-ups and annual check-ups.

At Big Fish, we equip our advisors with the tools and strategies to make the most of these opportunities. Dive into the season, reach out, and watch your network grow alongside the long summer days.

05/12/2024

At Big Fish, we're celebrating Mother's Day by honoring all the mothers and mother figures who inspire and guide us in both our personal and professional lives. Your strength, wisdom, and compassion make a profound impact every day. From the entire Big Fish team, we wish you a day filled with love and appreciation! 🎣🌸

05/02/2024

🎣 National Life Insurance Day is on May 2nd and marks the anniversary of the first day that life insurance became available in the U.S.

Let today be a reminder to:

- Educate your clients about the different types of life insurance policies available.

- Review your client’s policies to make any adjustments because of age or other situations.

- Ensure your clients' beneficiaries are up to date.

04/24/2024

Join us as the Big Fish team walks alongside J&S Private Wealth Management for a cause that truly matters - the Hospice Memorial Walk on May 19th! 🕊️ Let's honor the memory of loved ones and support those in need of compassionate care. Your donations make a difference. Click the link to donate and join our journey:
https://ow.ly/uoFi50RnuNe

04/15/2024

Spring is in full force! With this, there's no better time to start laying the groundwork for your summer success. Clients who onboard this month will be perfectly positioned to kickstart their phoning campaigns just as the new season begins.

Let's nurture your goals with strategic planning this spring, so you can reap the rewards of flourishing client relationships and opportunities by summer. Ready to sow the seeds of success?

https://ow.ly/Qsii50R5Oh2

04/03/2024

We're a quarter into the year, presenting an ideal moment to pause and reflect on our progress. Whether you're celebrating milestones or pinpointing opportunities for enhancement, we're eager to engage and check in with you to see how the year is going so far! As we step into Q2, it's a chance either to kickstart your momentum or to build on the positive strides already made. Let's embrace this journey and make 2024 a remarkable year!

03/27/2024

This month, we're excited to shine the spotlight on Laura, our esteemed Executive Associate at both Big Fish Advisor Services and J&S.

We're truly honored to count her among our key team members and look forward to the groundbreaking ideas she will undoubtedly bring forward!

03/08/2024

🎣 One of the biggest challenges Advisors face throughout their career is prospecting their ideal clientele. That's where our proven, data-driven 4-step process comes into play, focusing solely on landing those "Big Fish" clients perfectly aligned with your services. Here's how we do it:

Identify Your Ideal Target Market: We start with pinpointing your ideal market using LinkedIn Sales Navigator, leveraging our expertise to ensure effectiveness and profitability.

Connect with Precision: Through managing your LinkedIn profile, connections are sent out to your ideal clientele targets from your active SalesNav campaigns.

Information Gathering: We meticulously collect contact info, ensuring a comprehensive database of prospects ready for the next step.

Scheduling: Our phoning experts specialize in setting appointments with high-value prospects, making every call count.

At Big Fish, we handle the client acquisition so you can focus on what you do best: providing invaluable financial guidance. Ready to reel in your Big Fish? 🎣💼

02/28/2024

This month, we're thrilled to highlight Marissa, our Director of Marketing Operations!

We take great pride in having her as a crucial member of our team and eagerly anticipate the innovative contributions she's sure to make in the future!

02/12/2024

We have an incredible staff here at Big Fish, but we wouldn’t be here today without our founders Ryan Judson and Nicholas Stinson - who have been harnessing the true potential of LinkedIn for many years. This success led to founding Big Fish Advisor Services, aimed at empowering advisors with their effective strategies. Today, they not only lead J&S Private Wealth Management within MassMutual, but also help nearly 100 advisors at Big Fish schedule thousands of appointments each month.

Their path to achievement began with a desire to create a more significant impact. Ryan and Nick continue to inspire and drive innovation in the world of financial advising, shaping a brighter future for advisors and clients alike.

01/24/2024

With 2024 already in full swing, many of us wipe the slate clean. However, we took a moment to reflect on our collective impact and truly understand the depth of our influence on both our clients and theirs. Our incredible phoning team spent 3,790 hours on the phones and reached nearly 271,174 dials. Through our averages, this means that we:

Scheduled over 8,800 initial consultations with advisors.
Scheduled over 857 initial consultations with recruiters.

Our Mission is to impact the lives of 1 Million families by connecting them with quality professionals. Looking at these numbers, it's hard not to see an impact. We will continue to provide the best services we can to our clients and to make sure our goal is made. We cannot wait to see how 2024 shakes out! 🎣