How do you recharge from working? How do you keep your mental peace? In this episode Sophia shares the ways that she helps keep peak performance through letting the quiet moments support the clarity of her mind.
The way millennials save is very different than their parents. Often a young CFP® Pro's ideal client is a HENRY (High Earner Not Rich Yet), but where are they? Sophia shares how she finds clients without relying on AUM and how she provides a ton more value than just reallocating their 401k.
Wouldn't it be nice if a prospect let you know if they can afford you before you spend a lot of time with them? That's exactly what Stan Mann teaches audience members in this episode. Stan joins me to share 10 sales appointment setting techniques and strategies to start off on the right foot with a client. He uses these techniques with the financial advisors who work with him. This episode will teach you whether or not you want to "close" a prospect.
Claire Akin shares her LinkedIn expertise on this episode of Digital Marketing 4FP. She shares LinkedIn specific digital marketing strategies and we discuss how LinkedIn works with other social networks. She shares how LinkedIn is an incredible basis for finding and nurturing prospects.
Amy Hubble of Radix Financial uses technology to improve her client relationships. She uses a system called Trizic. It helps her gain insight into her client's finances, prompts her when to investigate rebalancing their portfolio and has a slick interface for her clients. I like it.