Financial Advisors,
We know how important referrals are but the way most advisors ask for them is just too “salesy”.
We’re here to serve our clients, not ask them for favors.
Watch this video to get an idea of how using gratitude can be one of the best referral “strategies” you can use.
🙂 Request The 5-Step No-Ask Client Referral System Book Here;
https://www.streamlinemypractice.com/resources
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https://bit.ly/StreamlineMyPractice-YouTube
✅ ADVISOR RESOURCES
https://www.streamlinemypractice.com/resources
👨💼 [THE ULTIMATE CPA REFERRAL GUIDE]
https://www.streamlinemypractice.com/cpa-referral-guide
✋[ CONNECT WITH ME]
The easiest way to say “hi” or ask me a question is through the Voxer app.
Download it and search for @davezoller and share how long you’ve been an advisor.
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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.
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
Sons and Daughters- Nickolas Jonas
Subway Dreams- Dan Henig
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