Here’s something we tested out this year and saw a big shift in the level of trust in our relationships with clients.
Most of our new clients are 100% virtual. Meaning we never meet them face to face. So this was a very beneficial exercise and we plan to continue doing it.
💚 How Advisors ATTRACT Clients WITHOUT Prospecting or Sales 💚https://www.streamlinemypractice.com/attractclients
🔥 JOIN 1,800 ADVISORS AND GROW YOUR BUSINESS FASTER
plus get video access not available anywhere else.
✅ The Secrets to Increasing Your Value In the First Meeting
I open up our entire Playbook to the first 20 advisors on the first Monday of the month.
Join the waitlist here.
🐤 CONNECT WITH ME🐤
Twitter – https://twitter.com/for_advisors
LinkedIn – https://www.linkedin.com/in/davezoller
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.
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
#financialadvisortraining #streamlinemypractice #dayinthelifeofacfp