In this video, I share findings from a research study about what our ideal clients want.
And our system for how we communicate with our clients.
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✅ [THE ADVISOR VALUE FORMULA]
Learn how to CREATE and COMMUNICATE YOUR VALUE in the first meeting using this Value Formula. Free Video Training.
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.
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.
Advisor’s First Meeting Process. What’s Missing Since Moving to Virtual Meetings with New Clients.
THE BEST FIRST MEETING QUESTIONS
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Star Sky – Simon Groß
Subway Dreams- Dan Henig
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