Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen

Top Advisor Marketing Podcast

English - April 02, 2020 12:52 - 42 minutes - 97 MB - ★★★★★ - 34 ratings
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Previous Episode: Special Episode: Going on The Offensive — With Coach Joe Lukacs

Next Episode: Episode 227: Advisors Need to Market Themselves Better — With Kurt Ohlson

Have you started changing the way you communicate with clients? Do you have a fine-tuned value proposition that articulates your unique expertise?

In this episode, Matt and Kirk speak with Doug Heikkinen, founder of Iris.xyz, a media platform dedicated to helping advisors become better in business and life. Together, they give advisors action items for shifting into another gear to excel in the midst of the bear market and COVID-19 pandemic.

In this episode, you will learn:

How much time to dedicate to client communication on a daily basis
Remote-work practices that the Top Advisor Marketing team swear by
Value-proposition questions for business owners to reflect on right now
Why it is so important to accept change and not fear it
And more!

Tune in now to hear action items that can help advisors shift gears to succeed in our new reality.

Resources: Top Advisor Marketing | 5 Steps to Creating a Powerful Value Proposition | Iris.xyz | Asana

Brought to you by: Iris.xyz