Cody Foster joins Phillip on this unique and super interesting episode of The Undefeated Marketing Podcast. Who is Cody Foster? He’s co-founder of Advisors Excel (a financial marketing organization responsible for helping 500 advisors do $8.2 billion in annuity, medicare, and life insurance production in 2020) and host of “The Business of Advice” podcast (launching in September 2021).
After a quick rundown on their introduction to each other after Cody spoke on stage at a Tony Robbins Business Mastery mastermind, they dive right into the conversation with a highlight of why customer/client data is the key to success for business owners and marketers. Phillip even shares some shocking data that impacts business owners on the culture side….your employees are now in charge. They also explain the common misconception that business owners have when it comes to their marketing and what platforms they are using. *take note you might be doing this without even knowing.
This jump-starts a deeper conversation between Phillip and Cody on the one word that really matters in marketing right now. In addition, Cody gives a real account of how personalization and connecting to clients can create trust in the world of financial advising. The pair follows their deep dive into personal connection to explain the value proposition system that Cody utilizes in his business.
Cody then opens the conversation to discuss the SEC’s decision to allow financial advisors to utilize online reviews in their marketing. Phillip steps in to discuss how third-party validation works in the world today and how business owners (and financial advisors) can use it. *look out for the two-for-one innovation from one of Phillip’s clients here.
Finally, Cody and Phillip change gears and discuss company culture. Phillip explains the reason he decided to hire a culture director, the importance of trust-based perks, and how he has adjusted to remote management. Cody sums up his culture motto in a simple sentence: a better team makes it a better business.
To round out the episode Phillip and Cody give you their MARKETING TIP OF THE WEEK that can be used for client relations and in internal culture functions.
Have a tip that you think listeners could benefit from to change their marketing today? Send it in the firstname.lastname@example.org and you might make it on the air.
Want to grow your business by over 50%? Get your FREE Customer (or Client) Data Assessment at www.phillipstutts.com/insights/
About the Guest:
Cody is one of the three founders of Advisors Excel. In 2005, after partnering up with David Callanan to do personal production, the two met Derek Thompson and formed Advisors Excel. Currently, Cody plays an integral part in the development and execution of the revolutionary marketing and training systems that Advisors Excel continues to bring to the table for their advisors.
Cody graduated with a degree in mass media with an emphasis in public relations and a minor in marketing from Washburn University. However, everything he’s really learned happened after college. “Over the past decade, I’ve been fortunate enough to spend a lot of time with some of the top advisors in the country. Being able to see them in action and understand what drives their business has been invaluable. Spending time around people more successful than you are will always increase your education and isn’t something you pick up in a classroom.
LinkedIn: Cody Foster
Podcast: The Business of Advice
About the Host:
Contributing to over 1,472 election victories, three U.S. Presidential victories, and working with multiple Fortune 200 companies, best-selling author Phillip Stutts plays the game of political and corporate marketing on the highest level. Phillip’s win-or-die mentality makes him a powerhouse when building research-backed marketing strategies with multi-billion-dollar budgets, battling it out with fierce competitors, and achieving maximum ROI results.
He is the Founder/Executive Chairman of Go Big Media (a political marketing ad firm), CEO of Win Big Media (his corporate marketing agency), and a best-selling author that shares his marketing secrets with the world in his two books, Fire The Now(2018) and The Undefeated Marketing System(2021).
LinkedIn: Phillip Stutts
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