Making your advice easier to follow puts you far ahead of the rest. Here are the easy ways to make your advice easy to follow.
-Dave Zoller, CFP®
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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In this video, I want to share a few practical ways that we can make our advice easier to follow for our clients and for prospective clients.If we can accomplish this then we can help people make real positive change in their financial life versus making recommendations that won’t ever get implemented. So this will help our current clients. It’s also going to help our prospective clients want to work with us because they will quickly understand the way that we’re providing advice is easier than the rest. This all comes from the book Advice That Sticks. So let me show you what I mean.
Advisor’s First Meeting Process. What’s Missing Since Moving to Virtual Meetings with New Clients.