How Andy Used a FB Group To Grow His Ideal Firm From 0 to Full Capacity in 2 Years

Financial Advisers,
Andy Panko joins us to share how he started his own firm, found success, and was able to grow to full capacity in 2 years.
He also shares some of the failures he had in the beginning when trying to find new clients and then how he ended up leveraging Facebook to create a community that looks to him as the expert.
Whether you're a new advisor or have 15 years of experience, this is a valuable behind-the-scenes interview.
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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. Some other great financial adviser youtube channels are Michael Kitces, Carl Richards, 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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Music
Star Sky - Simon Groß
Subway Dreams- Dan Henig
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[@RichyFourVideos]

This is valuable. Please do more like this.

[@MonteChristoCapitalLLC]

Golden.

[@SkeenCharles]

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.

[@davezoller]

Will do! Thank you.

[@Roger-il8iw]

Simple, but great step by step explaining from the guest. I’m hiring on as a new advisor, after changing careers. I recently found your channel, and it’s some of the best advisor content out there.

[@davezoller]

Glad it was helpful! And thank you !

[@cobinsoelberg6990]

This was fantastic. It was helpful to see Andy’s vision and his consistency.

[@stevendominguez5517]

Love this content!

[@TedErhartCFP]

This was great. Thanks for posting Dave!

[@davezoller]

Thanks, Ted!

[@terrykeith5508]

I am learning a lot from your content. I am learning more here that from classes and CE trainings. Thanks

[@davezoller]

You made my day, Terry!
Thank you !

[@RebeccawalkswithChrist12]

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!!

[@jonny.martin]

Yes! - I want to see more on how people have successfully gotten to capacity. I'm still working to get there with my own Financial Coaching practice.

[@davezoller]

Thanks, Jonny! I have a few friends in mind who can offer some great insights.

[@jonny.martin]

@@davezoller - Awesome! What's the best way to connect?

[@collinlyon3989]

I like the interviews!

[@davezoller]

Thanks for letting me know!

[@carlettagoodrich-mann1377]

I enjoyed this video. useful data

[@davezoller]

Glad it was helpful!

[@jacintablackmon6547]

Very, very helpful. I’m day four in the field. 😊

[@davezoller]

Glad it was helpful! Good luck!

[@millrgenuine]

Great video. Thanks for posting. Are you using a teleprompter to maintain eye contact on webcalls?

[@davezoller]

Thanks, Chris. In this video I’m just using my webcam on the mac. Andy was looking into his camera directly.
I usually use a teleprompter for my other videos.

[@saltyspitoongang]

Amazing ideas! What about compliance when posting or recording videos? How would you navigate an effective growth campaign if you had to consistently get approval for posting thought leadership or education information?

[@davezoller]

There are some services that archive videos automatically.
For RUclips, they are all pre-approved by compliance.

[@dylonmackriel1756]

Like these chats with other advisers

[@davezoller]

Thank you!