Advisors
Have you ever been surprised when a client told you that they are leaving you?
Here’s a simple exercise to think about doing once per year to make sure you’re delivering the exact service they need so they can stay clients for life.
🔥 JOIN THOUSANDS OF ADVISORS AND GROW YOUR BUSINESS FASTER
plus get video access not available anywhere else.
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💚 How Advisors ATTRACT Clients WITHOUT Prospecting or Sales 💚[ Ссылка ]
✅ The Secrets to Increasing Your Value In the First Meeting
I open up our entire Playbook, once per month, to the first 20 advisors who enroll.
Join the waitlist here.
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POPULAR VIDEOS
Advisor's First Meeting Process. What's Missing Since Moving to Virtual Meetings with New Clients.
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THE BEST FIRST MEETING QUESTIONS
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This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.
Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor. Some other great financial adviser youtube channels are Michael Kitces, Carl Richards at The Society of Advice, Samantha Russell Twenty Over Ten -Marketing For Financial Advisors, Jumpstart YOUniversity with Dominique Henderson, and The Compound with Josh Brown and Michael Batnick.
Financial Advisors have an important role in removing the burden of finances from their client's shoulders.
And this is the place for them to come and grow as an advisor.
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This post may include affiliate links and I may earn a small commission when you click on the links at no additional cost to you.
Music
Star Sky - Simon Groß
Subway Dreams- Dan Henig
#financialadvisortips #streamlinemypractice #dayinthelifeofacfp
