Optimized Advisor Podcast

Mastering the Art of Seminars: Unlocking Success with Travis Ivanoff

Episode Summary

Scott welcomed Travis Ivanoff to the studio along with Nick Bernatowicz for a discussion on seminar marketing and Ivanoff Advisors.

Episode Notes

Scott welcomed Travis Ivanoff to the studio along with Nick Bernatowicz for a discussion on seminar marketing and Ivanoff Advisors.

Travis has been licensed in the insurance industry for over 16 years. Following in his father’s footsteps, Travis grew up in the retirement planning industry learning his father's best practices. These years proved to him the importance of client relationships.

Travis believes in taking the time to make sure his clients understand the investment subjects before them and which options provide the best fit for their retirement plan. His investment philosophy stresses that it’s not what you make, but what you keep, promoting a safety-first approach with various strategies for growth. Travis founded Ivanoff Wealth Management Inc. to provide clients with a deeper understanding of investment strategies.

Travis resides in Cypress, California with his wife and three daughters. He is the vice president and development director for Pacific Coast Youth Foundation, a nonprofit for at-risk youth in Orange County that began as a memorial to his cousin Ernie. In his free time Travis enjoys snowboarding, surfing, camping, fishing, and golfing.

In this episode you will learn the following:

Travis’s background and the evolution of his family's advisory practice.
The importance of consistency and adaptability in conducting successful seminars for client acquisition.
Long-term care planning is a critical component of holistic financial advising.
The importance of time management, hiring strategically to scale a business, and balancing professional success with personal life priorities.

Connect with Scott on LinkedIn
Connect with Travis on LinkedIn

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