How to Answer "What Do You Do?" Financial Advisor Tip for Marketing & Communication

Описание к видео How to Answer "What Do You Do?" Financial Advisor Tip for Marketing & Communication

Advisors, What do you say when someone asks you "So, What do you do?"
I used to want to have a compelling response but then learned there's a better way to talk about what you do.


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Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor. Some other great financial adviser youtube channels are Michael Kitces, Carl Richards at The Society of Advice, Samantha Russell Twenty Over Ten -Marketing For Financial Advisors, Jumpstart YOUniversity with Dominique Henderson, and The Compound with Josh Brown and Michael Batnick.

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