- Видео 34
- Просмотров 62 564
Advice2Advisors
Добавлен 9 фев 2017
Growing your business through referrals and introductions with Daniel Collison.
This information is for anyone in the financial services industry (investment advisor, insurance agent, financial planner) who is looking to achieve World-Class Practitioner status.
This information is for anyone in the financial services industry (investment advisor, insurance agent, financial planner) who is looking to achieve World-Class Practitioner status.
Building a Billion Dollar Advisor Team
Discover proven strategies, insider tips, and real-world success stories that will empower you to build a powerhouse team capable of reaching billion-dollar milestones. Don’t miss this opportunity to elevate your business- and start your journey to the top! -✨
In this session, you will learn about:
*Building a Multi-Disciplinary Team
*Developing Strategic Partnerships and Alliances
*Leveraging Technology and Automation
*Scaling Through Mergers and Acquisitions
*Performance Metrics and Data-Driven Decision Making
In this session, you will learn about:
*Building a Multi-Disciplinary Team
*Developing Strategic Partnerships and Alliances
*Leveraging Technology and Automation
*Scaling Through Mergers and Acquisitions
*Performance Metrics and Data-Driven Decision Making
Просмотров: 18
Видео
How Financial Advisors Can Grow Through Seminars and Webinars
Просмотров 467 часов назад
Are you looking to grow your client base and establish yourself as an expert in the financial advisory field? Delivering public seminars could be the game-changer you need! Did you know? Research shows that financial advisors who host educational seminars can increase their client base by 20-30% annually (National Association of Insurance and Financial Advisors). According to the Financial Plan...
Advisors: Ready to Grow Bigger & Better: Turn Technical Knowledge into Prospecting Power!
Просмотров 99Месяц назад
Elevate your practice with the "New Paradigm of Wealth Management" 6-Week Group Coaching Program. Earn 6 CE credits, while gaining essential insights from seasoned industry expert Daniel Collison, BA, CFP®. This comprehensive program equips advisors with cutting-edge strategies and tools designed to advance your business and achieve exceptional growth! advice2advisors.ca/shop/ols/products/the-n...
Why should financial advisors offer estate planning?
Просмотров 13210 месяцев назад
In this video, Daniel Collison unpacks the top 5 business reasons financial advisors should offer estate planning. For more information on coaching or training, please visit www.advice2advisors.ca or pickup a copy of Dan's newest book, Building Bigger & Better https:www.amazon.ca/Building-Bigger-Better-Strategies-Top-Producing/dp/1039143652
Top Reasons Why Advisors Need to Offer Estate Planning To Clients
Просмотров 8310 месяцев назад
In this video, Daniel Collison unpacks the top 5 reasons why advisors should offer estate planning to their clients. For more information on coaching or training, please visit www.advice2advisors.ca or pickup a copy of Dan's newest book, Building Bigger & Better www.amazon.ca/Building-Bigger-Better-Strategies-Top-Producing/dp/1039143652
How to Go Beyond the Trusted Advisor
Просмотров 5611 месяцев назад
Research says that consumers of financial services are looking for a trusted advisor who can bring them tailored offerings with integrated propositions that meet their financial goals. Advisors who take on the Personal CFO model are able to do exactly that and, at the same time, build an impenetrable wall around their clients that keeps the competition at bay. www.advice2advisors.com Go Beyond ...
Financial Advisors: Is your business growing or dying?
Просмотров 14211 месяцев назад
Mainstage keynote presenter, Daniel Collison, kicks off the NAC event in Las Vegas. For more information on this speaker, please visit www.advice2advisors.com
Learn the 3 Confidences of Top-Producing Financial Advisors
Просмотров 189Год назад
Check out the interview on Fox News! Daniel Collison, Managing Partner at Advice2Advisors discusses what consumers should be looking for in a financial advisor and how the best advisors are serving their clients. Dan Collison's latest book, "Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors" is now available. This book is a must-read for financial advisors and will...
Don't miss the Growth Summit 2.0 with White Glove
Просмотров 802 года назад
Join Advice2Advisors' Daniel Collison for the Growth 2.0 Summit with our friends at White Glove on: Thursday | September 8th, 2022 | 2-6 PM ET Join in on this action-packed training featuring industry leading advisors and coaches. You will here from advisors and coaches who have perfected the art of workshops - completing over 5,000 successful webinars and seminars! You will walk away from this...
How To Be A More Confident Financial Advisor
Просмотров 4702 года назад
The Confident Mindset: Those advisors who excel in the business see a positive future, with unlimited opportunities, and always see a bigger future for themselves, allowing them to make that vision their reality. Those who see constant barriers to their success tend to allow those barriers - real or self-imposed - become their reality and, by doing so, have semi-productive careers at best or, e...
How The Best Financial Advisors Prospect With The 3 Confidences
Просмотров 4,8 тыс.2 года назад
All top-producing advisors have mastered the 3 critical aspects of high performance within the financial services industry: a confident mindset, confident business structure, and confident growth. In this session, we will focus on the top 4 prospecting methodologies that ensure top-producing financial advisors excel. The prospecting dashboard will provide advisors with four inter-related prospe...
How Financial Advisors Can Use Their iPad During Virtual Meetings
Просмотров 3493 года назад
Many financial advisors cannot run a zoom meeting from their iPAD as they don't have access to the financial planning software and other vital tools , so they need to use their laptops. This tutorial is for those financial advisors that DON'T have a touchscreen computer and would like to sync their iPAD's to draw out concepts and ideas. Zoom has a built-in whiteboard but unless you have a touch...
Financial Advisor Coaching Programs
Просмотров 2153 года назад
At Advice2Advisors we believe financial advisors require world-class training, mentoring and coaching to compete and succeed in today's hyper-competitive environment. For over 30 years, we've been helping advisors gain the knowledge and confidence to grow and flourish in all aspects of their professional lives. In today's session, we explore the methodologies we use to accelerate our coaching p...
Cross-Border Tax Issues for Financial Advisors and Their Clients
Просмотров 1724 года назад
Welcome to the Personal CFO's Expert Speaker Series! Our Host Daniel Collison of Advice2Advisors welcomes guest speaker, Elena Hanson of Hanson Crossborder. In this segment, Elena Hanson reviews the Top 10 Cross-Border Tax Issues that affect Financial Advisors and their clients. Elena assists US, Canadian and international private clients, businesses and the institutions that service them on cr...
How to Drive Growth Using Estate Planning Seminars and now Webinars!
Просмотров 2604 года назад
Estate Planning for Financial Advisors: Learn to win in the hyper-competitive environment through the use of advanced estate planning strategies. In this session, Dan Collison will present “Driving Business with Estate Planning Seminars” where he will share the 10 key emotional drivers for getting seminar attendees to take action and what you can do to be seen as THE expert on legacy planning. ...
The Prospecting Genius of World-Class Advisors
Просмотров 1,7 тыс.4 года назад
The Prospecting Genius of World-Class Advisors
The Best Financial Advisors Have a Process
Просмотров 3384 года назад
The Best Financial Advisors Have a Process
How Financial Advisors Use Seminars to Drive Action
Просмотров 6684 года назад
How Financial Advisors Use Seminars to Drive Action
If your business isn't growing, it's dying
Просмотров 3855 лет назад
If your business isn't growing, it's dying
Best Training in the Industry - MastersSeries Program for Financial Advisors
Просмотров 725 лет назад
Best Training in the Industry - MastersSeries Program for Financial Advisors
Role Play - Risk Management for Advisors Coffee Meeting
Просмотров 6445 лет назад
Role Play - Risk Management for Advisors Coffee Meeting
Coaching and Training Programs for Financial Advisors
Просмотров 905 лет назад
Coaching and Training Programs for Financial Advisors
Role Play: Tax Planning for Advisors Coffee Meeting
Просмотров 4455 лет назад
Role Play: Tax Planning for Advisors Coffee Meeting
The Financial Advisor's Prospecting Dashboard
Просмотров 5695 лет назад
The Financial Advisor's Prospecting Dashboard
Role Play: Investment Planning Coffee Meeting
Просмотров 3,5 тыс.5 лет назад
Role Play: Investment Planning Coffee Meeting
Social Media Tips for Financial Advisors
Просмотров 2555 лет назад
Social Media Tips for Financial Advisors
Tax Planning Strategies for Financial Advisors
Просмотров 1,5 тыс.5 лет назад
Tax Planning Strategies for Financial Advisors
6 Steps to Booking More Appointments and Client Acquisition
Просмотров 2985 лет назад
6 Steps to Booking More Appointments and Client Acquisition
How Financial Advisors Can Become Referable with Daniel Collison | Stay Paid Podcast
Просмотров 3145 лет назад
How Financial Advisors Can Become Referable with Daniel Collison | Stay Paid Podcast
Dan , That Was A Value Filled Speech From You Which I Find Immensely Useful In My Financial Advisory Practice.
Glad to hear it was helpful Chris. Feel free to connect with me on LinkedIn if you have any questions.
Great video!
can you put into simpler terms? I’m new to the industry, I’m currently doing market surveys a preliminary test for the firm that I’m currently trying to get into the firm. I’ve given a sheet with questions to asks and a sheet for referrals. Now, I can get through the questions no problem, I can even ask for referrals no problem but I can definitely feel a sense of unease when I do.
What exactly are you asking referrals for? Is it to be referred to someone to once again ask the set of questions that you just asked . . . or is it for something different? People want to know who and why they are are being asked to refer, and they ultimately want to know that there will be no negative consequences for them giving you a name to a friend or family member. Rather than making them guess who to refer to you, it would be better for you to give them a name of someone you would like to be introduced to. Don't make them come up with names.
@@danielcollison5337 Thank you for the reply. So, the referrals are for something else (That’s what I’m assuming anyway). The asked me to come up with a minimum of 25 referrals and before I can “officially start” so, I would assume that the referrals are who I will be trying work with. If you would like or wouldn’t mind, I could email you the pdf template of the questions.
@@31469jdog Hi Tristen: Very odd that the firm wouldn't be more clear on the purpose of asking for referrals. Please send me the pdf for review at: dan@advice2advisors.ca
Amazing!!
Thanks for your comment. If you collect names during discovery, goal setting, and any other time that you're conversing with your clients and COIs, and then hold them in abeyance until the appropriate time to ask for the Introduction, you will flourish.
@@danielcollison5337 can you put into simpler terms? I’m new to this industry. I have been tasked with going out to do field surveys as preliminary test before actually getting hired on to the firm. They gave me a sheet of questions and a sheet for referrals. I have no problem going out and talking with people or even asking for the referrals when it comes down to it, but I find that asking referrals I can sense that the person I’m interviewing is uncomfortable.
@@danielcollison5337 can you put into simpler terms? I’m new to the industry, I’m currently doing market surveys a preliminary test for the firm that I’m currently trying to get into the firm. I’ve given a sheet with questions to asks and a sheet for referrals. Now, I can get through the questions no problem, I can even ask for referrals no problem but I can definitely feel a sense of unease when I do.
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I like your video presentation. It is informative too, at the same time. Thanks a lot for your guidance!
Found your post interesting to watch. I can't wait to see your new videos soon. Good Luck with the upcoming update. This RUclips channel is really very informative and effective.
Great info! Thank you.
Extremely like the video, man. Very helpful and informative. Thank you very much. It is presented so well too. Great, positive work.
🅿🆁🅾🅼🅾🆂🅼
Great explanation and great oversight! Thank you!
Once I started creating unique content and posting regularly to LinkedIn, that changed the game for our Advisory firm. I started sharing some of the things that have helped our firm grow over the last 3 years on my RUclips Channel.
Hey Daniel, where are you based out of?
Toronto, Canada.
Hi Rickey: Where are you located? Are you a Financial Advisors?
Daniel Collison I’m located in Ft. worth Texas working as an advisor with a large broker dealer. I’m hoping to start my own fee based firm soon. Your content has been great so far for my research. I’m interested in purchasing your book. Does it translate well for American financial service professionals?
Nice to meet you Rickey. While my book's technical planning content is based on Canadian rules, all the marketing, prospecting and practice management strategies are drawn from American and Canadian world-class financial advisors. Feel free to email me at daniel.collison@advice2advisors.ca and we can have a discussion about your new professional direction.