Financial Advisors,
Here’s how I start 90% of my meetings with brand new prospective clients.
#shorts
Subscribe To This Channel For Financial Advisors
https://bit.ly/StreamlineMyPractice-YouTube
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[WHAT’S YOUR HIGHEST ROI marketing ACTIVITY?]
✅ TAKE THE QUIZ
https://www.streamlinemypractice.com
❤️[SUBSCRIBE TO THIS CHANNEL]
https://bit.ly/StreamlineMyPractice-YouTube
👨💼 [THE ULTIMATE CPA REFERRAL GUIDE]
https://www.streamlinemypractice.com/cpa-referral-guide
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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.
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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POPULAR VIDEOS
Advisor’s First Meeting Process. What’s Missing Since Moving to virtual Meetings with New Clients.
https://youtu.be/v3NNBr3RA4Q
THE BEST FIRST MEETING QUESTIONS
https://youtu.be/Tv4ywFaISMo
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Music
Communicator- Reed Mathis
#financialadvisortraining #streamlinemypractice #wealthmanagement
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