Name Your Process for Financial Advisors
7 episodes - English - Latest episode: over 3 years ago - ★★★★ - 6 ratingsThis podcast is designed to walk Financial Advisors through naming their process -- from why it's so valuable to name your process to how to customize and name your financial process.
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Episodes
Brainstorming Exercise for Naming Your Process
February 25, 2021 23:00 - 28 minutes - 18.3 MBDon Anders and Brian Theis go over the exercise Brian and his team uses to help someone come up with the perfect name for their financial process. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your ...
Building Out Customized Financial Reports for Your Practice
February 25, 2021 23:00 - 27 minutes - 17.9 MBDon Anders and Brian Theis get into how to build out customized reports that fit your financial practice and your sales process. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process. Make su...
How to Name Your Financial Sales Process
February 25, 2021 23:00 - 9 minutes - 5.87 MBDon Anders and Brian Theis discuss the best names for sales processes and the names you should avoid using when naming your process. Also -- how do you protect your process once you've named it. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whethe...
Making Your Process and Reports Look Beautiful
February 25, 2021 23:00 - 12 minutes - 7.98 MBDon Anders and Brian Theis talk about how to make their Financial Process and Financial Reports look gorgeous and presentable to clients. Canva Link: www.canva.com Course on how to use Canva for financial advisors: Advisor's Platform Canva Course Fiverr Link: www.fiverr.com If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to buil...
Marketing and PR for Your Sales Process
February 25, 2021 23:00 - 8 minutes - 5.27 MBDon Anders and Brian Theis discuss ways to market and use PR to promote your sales process. Marketing and PR is good not only to get your name out there, but for the credibility of your process.
The Key to Growing Your Financial Practice
February 25, 2021 23:00 - 7 minutes - 4.61 MBDon Anders and Brian Theis talk about how having a defined sales process is key for growing your financial practice bigger than yourself. Whether you're looking to grow a national multi-billion dollar financial practice or you just want a simple lifestyle practice that works when you aren't there -- naming your sales process is critical. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs o...
Why it is Critical for Financial Advisors to Name Your Process
February 25, 2021 23:00 - 16 minutes - 10.6 MBDon Anders and Brian Theis discuss why it's so valuable for financial advisors to name their process. From streamlining your sales process to giving a concise deliverable to your clients and prospects -- naming your process is one of the best things you can do to grow your financial advisory practice. If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page ...