Dec 30, 2019
If you’ve been a financial advisor for a while, you probably have a few clients. But if you want to work less and actually be fulfilled in your work, clients won’t cut it.
Because the best, richest and happiest financial advisors have raving fans. And in this episode, you’ll find out exactly how to create those fans.
Ready to leave behind average clients and have raving fans that refer you to their friends?
Listen now!
Show highlights include:
- How to create “immeasurable value” so you can get measurable results in your bank account. (6:40)
- The two companies to study if you want to serve your clients better. (7:33)
- If you can accomplish these two steps, you’ll always be outperforming your competition. (11:08)
- Two signs you should fire a client or hang up the phone on a prospect. (19:33)
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to TheAdvisorCoach.com/webinar to register today.
Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:
https://www.theadvisorcoach.com/financial-advisor-business-plan-tips.html
https://www.theadvisorcoach.com/financial-advisor-coaching.html