Using This Version Of The One-Page Financial Plan Turns More Prospects Into Clients.
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- Опубликовано: 18 окт 2021
- Financial Advisors,
We've been testing different versions of the 1-Page Financial Plan for years and we've discovered the version that works best for helping prospective clients understand our value and ongoing advice.
And if you want access to the free training on how to use the Advisor Value Formula to create increase and communicate your value, click on the link to get access to it.
www.streamlinemypractice.com
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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.
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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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!
Glad they're helpful!
Thank you for making all your videos! I’m newer in the industry. It’s helpful to see how advisors are working in today’s world.
You are so welcome!
Let me know if you have any specific questions that you'd like me to address in future videos.
Thank you! I’m about to graduate college and have a career as a Financial Rep and Advisor lined up. I’ve been using your vids as guidelines for how I’ll succeed. I greatly appreciate you giving us insight based on your own experiences and what works. Keep ‘em coming!
I am a relatively new Junior Advisor (24 y/o) going through a lot of the usual young advisor struggles. I found your page today and it has really encouraged me mentally to stick with the process. Really great videos.
I'm 23 doing the same thing haha
Thank you! I am a career changer just starting out and am a sponge for all of the information I can get in order to help people because that is why I am making this career change.
Excellent video on the “value add “ proposition, relative to the cost! Has a reverse mortgage advisor to seniors, there is a big confusion as to the FHA insurance premium versus the protections it provides. Your value proposition is my go to conversation to address this point.
I am planning to become and Advisor & I'm really diving into to this not just to change my life but to also help other change theirs. Thank You
That's a great attitude to have. It's about service! Good luck!
This is so so valuable! I love the “value formula” concept.
Thanks, Dave!
Good! I'm glad it's helpful, D!
This is great. Thank you for sharing this.
You’re so welcome!
Nice work on all of these videos. Very good.
Thanks,Brent. I appreciate that.
This is awesome, thanks!
You’re welcome !
Well done Dave!
Thanks Gene.
Thanks for sharing your knowledge and experience.
My pleasure!
Very helpful!
Thank you!
Good stuff D!
Thank you!
This is good tier 2 qualification pratice for prospects
Dave, thank you for the videos. We are taking a look at this process for our practice after 24 years and this has been helpful. Do you send this document to existing clients every year?
Right now we do not. We save their checklist and make sure they continue to make progress by checking off the next step.
@@davezoller Thanks Dave. Good stuff.
What software are you using on your iPad?
Hi Matt.
I'm using Notability in this video.
Glad I stumbled on these videos. I run an RIA not to far from you
Thanks, Anthony. Whereabouts?
Do you have a template you’re willing to share?
Right now I don't. But hopefully this video gives you everything you need to start testing out the one page plan .