031: DLynn Proctor on Wine Tasting 101 for Financial Advisors, Hosting Events for the Affluent & A Customer Servi...

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During this conversation we had a first ever on the show and I’ve got to say it was a bucket list moment as it included tasting a couple of wines with one of the foremost wine experts in the world, DLynn Proctor.
For those unfamiliar, he is currently the winemaking ambassador for Penfolds Americas. Yes, that famous Australian winery that produces one of the most iconic bottles in the world, Penfolds Grange. DLynn’s been recognized as Wine Enthusiast Magazine's ‘40 Under 40’ Tastemakers and has been featured in notable publications like Wine Spectator, The Tasting Panel, The New York Times and the Huffington Post.   
How our path’s originally crossed was the fact that he was also featured in one of my favorite documentaries of all time—the internationally acclaimed ‘SOMM’—directed by our mutual friend Jason Wise. You’ll hear plenty about the movie during our conversation, but do yourself a favor, if you love wine or just an incredible story, go watch this movie. My guess is it will blow your mind, like it did mine the first time I watched it!
Here are a just a handful of the things that you'll learn:  Wine Tasting 101 for the Independent Financial Advisor—How to taste a glass of wine without the fear of messing it up in front of your clients.
DLynn’s top tips for hosting an unforgettable wine event just like the pros—You’ll learn how to blow your clients away with expert wine vocabulary, engaging event ideas and a much better understanding for how to properly grid a wine.
Find out why dressing well really does matter—Carry yourself with confidence, demonstrate your discipline, and represent the best version of yourself with a wardrobe that counts!
Learn how to go above and beyond the call of duty and completely astonish your clients with a great customer experience.
''Your appearance is your first and lasting impression for what you represent.'' - DLynn Proctor
SHOW NOTES: [05:03] DLynn explains the unique role of a Sommelier in the wine industry—a.k.a. ‘The Guinea Pigs for Death’
[12:10] DLynn teaches you the wine basics so you can host your next event with confidence!
[21:42] Learn how to taste wine in front of your clients without embarrassing yourself!
[27:27] The six category wine tasting grid to identify a wine—DLynn shows us how it’s done!
[34:07] Don’t miss how DLynn developed an extraordinary wine vocabulary and became a master of his craft.
[38:46] Wine event ideas for the financial advisor—Learn to impress your clients and create a networking environment that leads to new business.
[44:20] Discover some creative and engaging wine tasting games that you can incorporate into your next event.
[51:47] Find out how the SOMM films shot DLynn’s career into a completely different stratosphere.
[54:27] DLynn’s reveals a few hints about the upcoming SOMM III movie.
[55:29] Why it’s so important to dress to impress and best practices for making a lasting impression with your wardrobe!
[1:02:07] Brad shares a fun story that demonstrates how to turn an off-the-wall client request into an unforgettable customer experience.
[1:11:50] If it was his last meal on earth, what would it be and what wine would he be pairing with it?
[1:13:18] What’s the current best value wine for your money?
[1:15:08] Find out what book has made the biggest impact on DLynn’s life.
[1:17:28] Something DLynn would like to see as absurd 25 years from now.
[1:19:00] The one piece of advice that has led to DLynn’s success.
''Knowing the wine basics is also about the delivery and confidence.'' - DLynn Proctor
SELECTED LINKS FROM THE EPISODE Connect with DLynn Proctor
Facebook | Twitter | Instagram
Aldo Sohm Wine Bar
Penfolds
Penfolds Bin 28 Kalimna Shiraz 2014
Penfolds Bin 407 Cabernet Sauvignon 2014
Top Beaujolais wines
California Zinfandels
Top 10 Australian Shiraz
Movie - Somm (2012)
Movie - SOMM: Into the Bottle (2015)
TV Series - Uncorked (2015)
Huffington Post
Wine Spectator
Wine & Spirits Magazine
Wine Enthusiast
Decanter.com
Rachael Ray Every Day
The Art of Public Speaking
The French Laundry
Monfortino Barolo wine
Penfolds Max’s Wine Collection
Michael Broadbent’s Vintage Wine
Pappas Bros. Steakhouse
Le Bernardin
Canlis Restaurant
The Nomad Hotel/Fine Dining
F.McLintocks Dining House
PEOPLE MENTIONED IN THE EPISODE Aldo Sohm
Gary Vaynerchuk
Wolfgang Puck
Michael Mina
Thomas Keller
Daniel Boulud
Eric Ripert
Dean Fearing
John Tesar
Stephan Pyles
Dustin Wilson
Ian Cauble
Frederick Dame
DISCLOSURE This is provided for informational purposes only. Federal law, state law and/or insurance carrier requirements may prohibit or place limitations on gifting and marketing activities. Producers are ultimately responsible for the use or implementation of these concepts and should be aware of any and all applicable compliance requirements?. Results from the use of these concepts are no guarantee of your future success.
For financial professional use only.