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Emerging Advisor Podcast

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Sharing proven strategies for financial advisors to maximize time, profit & freedom. The co-founders of Emerging Advisor, a practice management & marketing company, Scott Dougan and Sean Lee join host Walter Storholt each week for engaging conversation about how to improve your financial advising practice one step at a time.

Sharing proven strategies for financial advisors to maximize time, profit & freedom. The co-founders of Emerging Advisor, a practice management & marketing company, Scott Dougan and Sean Lee join host Walter Storholt each week for engaging conversation about how to improve your financial advising practice one step at a time.
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Location:

United States

Genres:

Podcasts

Description:

Sharing proven strategies for financial advisors to maximize time, profit & freedom. The co-founders of Emerging Advisor, a practice management & marketing company, Scott Dougan and Sean Lee join host Walter Storholt each week for engaging conversation about how to improve your financial advising practice one step at a time.

Language:

English


Episodes

Ep #2: Putting Together the Ultimate Practice Blueprint

10/14/2019
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The key to success for any business is creating a gameplan, implementing the steps, and following through with consistency. That’s no different for advisors and we’ve put together our Ultimate Practice Blueprint that gives you the map to generating and maintaining a successful business. We’ll use this episode to share that blueprint and how we developed it. On this episode: 1:28 – What we’re talking about on today’s program. 1:41 – What is the Ultimate Practice Blueprint 2:42 – We break...

Duration:00:23:10

Ep #1: The Genesis Story Behind Emerging Advisors

10/1/2019
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Before we really get going on this podcast, we wanted to take a little time to share our journey so far and how we got to this point. On this first episode, Scott and Sean will share the story on how they met and formed this business, the mission of the company, and what they hope people will get out of the show. http://www.emerging-advisor.com/ 0:23 – Let’s introduce you to our hosts. 1:25 – What to expect on this first podcast. 3:18 – Let’s get to know Sean and Scott’s story. 3:58 –...

Duration:00:16:59