Ep. 4 - Business Development That Works in All Financial Markets

IDEAL Plans Ideal Advisors

English - March 07, 2020 21:00 - 21 minutes - 14.8 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. 3 - Creating a Marketing Plan to Mobilize Your Message and Attract New Clients

Next Episode: Ep. 5 - Success Starts with your Financial Advisory Sales Process

This episode of IDEAL Plans Ideal Advisors shows how taking a methodical approach to your financial advisory's business development can provide a never ending flow of ideal prospective clients for you to serve. Using the IDEAL Plan Process as a framework, your host Richard Boone, will help you understand the six key building blocks of business development: strategic alliances, referrals and introductions, referral networks, identifying opportunities, organizing events, and mergers and acquisitions. The insights you'll gain regarding these key building blocks will inspire to you take action in any financial market.