Our Most Important First Meeting Discovery After 12 Intro Calls - Financial Advisor Career
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- Опубликовано: 13 сен 2024
- Financial Advisors
We've been getting dozens of people requesting intro calls with us for over a year and we continue to make 1% improvements every meeting.
This video shares one of the most important parts of that first meeting with a new contact that helps establish trust and rapport.
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✅ The Secrets to Increasing Your Value In the First Meeting
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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, financial advisor careeer 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.
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Star Sky - Simon Groß
Subway Dreams- Dan Henig
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Hello Dave, where can I find the specific question you ask in each step?
Excellent line of questioning. Thanks for the content! Subscribed.
Glad it was helpful! Welcome!
Dave, you talk about the one page plan offer…. Do you use a specific software to prepare this plan? Great content!!! Thank you for sharing!!
Thanks for making these, Dave!
Glad you like them!
Great in depth video. Thanks Dave!
Glad it was helpful! Thanks for letting me know. This keeps me motivated to keep doing these!
@@davezoller I just re-entered wm, and have been studying your videos. Don't stop haha!
Dave, Thank you for making these videos. I'm trying to get back into the business but will be doing the bulk of my business virtually. Do you have info or videos to help with that?
Also I would like your input on creating a new business name if you have something to share on that? Thanks! Shane