Why it is Critical for Financial Advisors to Name Your Process
Name Your Process for Financial Advisors
English - February 25, 2021 23:00 - 16 minutes - 10.6 MB - ★★★★ - 6 ratingsMarketing Business financial advisor financial advisor podcast don anders advisors excel brian theis Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Don 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 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.
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