Ep 2: Financial Advisor Day in the Life of a CFP. What It's Like To Be A Financial Advisor.

Описание к видео Ep 2: Financial Advisor Day in the Life of a CFP. What It's Like To Be A Financial Advisor.

Today is a rare kind of day where I'm able to have just one focus.
As you progress in your career it becomes easier to design your days so you can have maximum impact for your clients.



Subscribe To This Channel For Financial Advisors
https://bit.ly/StreamlineMyPractice-Y...

✅ [THE ADVISOR VALUE FORMULA]
Learn how to CREATE and COMMUNICATE YOUR VALUE in the first meeting using this Value Formula. Free Video Training.
https://www.streamlinemypractice.com

🔥 JOIN 1,500 ADVISORS AND GROW YOUR BUSINESS FASTER
https://www.streamlinemypractice.com/...

👨‍💼 [THE ULTIMATE CPA REFERRAL GUIDE]
https://www.streamlinemypractice.com/...

🐤 Get More Tips & Techniques on TWITTER🐤
  / for_advisors  

________________________
This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.

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.

Financial Advisors have an important role in removing the burden of finances from their client's shoulders. And this is the place for them to come and grow as an advisor.



________________________
POPULAR VIDEOS
Advisor's First Meeting Process. What's Missing Since Moving to Virtual Meetings with New Clients.
   • Advisor's First Meeting Process. What...  

THE BEST FIRST MEETING QUESTIONS
   • Advisors, Start Your Meetings With Th...  

This post may include affiliate links and I may earn a small commission when you click on the links at no additional cost to you.

Music
Subway Dreams- Dan Henig
Pluck it Up-Dan Henig

#financialadvisortraining #streamlinemypractice #dayinthelifeofacfp

Комментарии

Информация по комментариям в разработке