Ep. 30 An Honest Approach to Living your Ideal Advisory Practice

IDEAL Plans Ideal Advisors

English - October 11, 2020 20:00 - 30 minutes - 20.6 MB
Careers Business Entrepreneurship financial advisors advisory practice coaching coaching programs referrals prospecting client engagement growth advisors marketing Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Ep. 29 - Conversational Marketing Empowers Prospects to Say Yes to A Meeting

Next Episode: Ep. 31 Sourcing and Supporting New Advisors

An ideal advisory practice is one where you serve the clients you want, the way you want, while living the lifestyle you desire. Sounds good right? But how do you do it?

There are lots of possible solutions, many of which sounds too good to be true.

"Join our coaching program and you will be an elite advisor!"

Or

"Sign up with us and all your dreams can come true!"

You don't need sales pitches. You need an honest approach. This episode will explore how you can take an honest, no-nonsense approach to uncovering exactly what you need to achieve YOUR vision of an ideal advisory practice.