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How do I get this one page plan?

It’s very simple everybody needs to eat if you don’t want to pay a firms 1% percent fee then educate yourself and invest by yourself🤷🏻‍♂️💯

Well done Dave and team! I also work in the industry...Retention = Customer Service.....Especially when volatility is all around us...also being able to pivot and shift strategies with your clients....it takes a great team.

Hey Dave, thank you so much for making this content. I’m in the process of building a book and it requires a great deal of calling prospective clients. Do you have any tips when calling clients and getting them interested speaking with you?

I have been an advisor for almost 20 years and I love your content Dave! I feel privileged to work in an industry which is full of helpful people who give up their time so generously to help other advisors

Valuable, yes. Planning to be a financial advisor for past few weeks, and you are the first - possibly only - Financial advisor RUclips channel I have joined. Please continue.

This helps, Dave. I’m launching soon and am at a big fat $ZERO FB ads will be my start! 😘

Really enjoyed this! Thanks for sharing

I appreciate how you give examples to illustrate

brilliant

Has anyone had results with Mark?

Keep good going!

The “how would you like me to help you” one seems weird tbh…

Great channel!!!

50 is max capacity???? I thought 100 was taking it easy. How much do you roughly get per year per client? I feel like 50 would be wayy to low. Thank you so much for the content btw! This is gold!!

add value!

This is helpful. The study material for the series 65 was seriously lacking on what we are supposed to do. It was mostly focused on securities law and general Wall Street economics. This investment advisor path reminds me of the mortgage broker license: we are taught mortgage law but never instructed on how to actually broker a loan. Both of these are cryptic career paths.

Is Altruist hiring?

Excellent Content

Golden.

One page plan

Exactly! I always had an agenda like the one in the book. I thought „I need to prove them that they are talking to the right person so they share their private data.“ Saw your videos on the questions for the first meeting. That was a few weeks ago. Since then, new client meetings have been a breeze. Thank you!!

Thank you for the video and for sharing some methods of decision making which can apply to any big decision. I recently became an Enrolled Agent. It is not an easy program, lots of rote learning, test prep, and memorization across the 3 exams. I would add to the discussion: Don't forget about considerations regarding timing (frequent) and volume (a lot) of Enrolled Agent continuing education requirements. There are many ways to incorporate tax planning such as partnering with other EAs, advisers, or CPAs.

This is valuable. Please do more like this.

What book was it??? Agreed that is a terrible agenda.

“Hi im Dave! This is a video about me marketing myself which itself is online marketing material about myself”

Hey Dave , really nice video ! I was wondering if I could help you with more Quality Editing in your videos and also make a highly engaging Thumbnail and also help you with the overall youtube strategy and growth ! Pls let me know what do you think ?

I think 5:54 is a double-edged sword. Historic wealth for women who are educated assumes a type of comingling variable in certain kinds of cultural stability that don't quite exist given the dysphoria, drug use, and inefficient majors that many men and women choose in the present college environment. Don't count patriarchies (male-led household economies) out as a predictor for long-term wealth. Doesn't mean you have to limit yourself to male or female clients; but I think the data in that direction may end up missing or downplaying men who are tired/wary of marriage, and who may outperform their cohorts of women in the workforce if singly focussed.

yes

Love this!

💖

Very interesting! Can’t wait to hop on a call with Denis. What makes this different than other AI applications like Fireflies, Fathom, Otter, and Rewind?

Solid points!

Thanks for the content! I would love an in depth look at how to work with CPAs and utilizing LinkedIn to our advantage as financial planners and advisors

People want to connect with people, not brands, and this creates that human connection. Such valuable advice!

Ai is making the written content less and less powerful. I think it’s going to make videos even more powerful for advisors showcasing their expertise.

May I ask the sample of questionaire you sent to your client?

What do you do in the cases where your clients arent happy? Where you can sense some pessimism with how they feel about using your service (due to perhaps no fault of your own)

Love this guy's videos. As a new advisor hearing other advisor's systems and strategies has been huge for my personal growth. Thank you, sir!

Thank you Dave

N I ce office

Retirement becomes truly fulfilling when you possess two essential elements: simple financial resources and a meaningful purpose in life. Make prudent investment choices to secure good returns and ensure a comfortable retirement. My question now is how to get a good fianancail advisor that I can invest with and have good returns before retirement age .

How can I get a good financial advisor?

How can I get a good financial advisor?

I like the future focused question "are there any important values that you hope your kids will inherit from you" as its building a hope and a future tied into their values. Loving the content Dave.

Dave, I love the content you’re putting out. Love the inside perspective of how you’ve structured your day to maximize value for you and your clients.

Nice Content ! Do you have a email or shoot you a DM?

What an amazing interview. Thank you! 🙏🏻

Great content and channel, I’m taking the 65 in a few weeks and planning to start from scratch an RIA. I really appreciate your insights 🙏🏻 I’m in the middle of the book you recommended “advice that sticks”

Great informative content. Will try it out and let you know how it goes. Thank you