The Advisor Transformation with Shawn Sparks - Full Interview

Описание к видео The Advisor Transformation with Shawn Sparks - Full Interview

The Advisor Transformation with Shawn Sparks

Free Audio Book Here
https://theadvisortransformation.com/...

Private Advisor Videos
https://www.streamlinemypractice.com/...

00:00 Who is Shawn Sparks?
02:55 The Key To Optimize Advisor's Time
06:53 Advisor Question: The first hire and managing time?
08:40 Do this first
13:30 Another part of the equation we must solve
15:13 Moving from advisor to CEO
22:20 Leveraging Tech and A.I.
24:15 10-80-10 Framework
26:30 The Latest Advisor A.I. Tool
29:20 Scaling Your Advisory Firm
35:05 Building with Your Team
42:10 3 Requirements for an Advisor
50:45 How to "hand off" clients to
1:00:45 Special Offer for Advisors

🔥Grow your Advisory Business in just 5 minutes a week
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🐤 CONNECT WITH ME🐤
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This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good. And those interested in a financial advisor career.

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, digital marketing for financial advisors, 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.
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Music
Star Sky - Simon Groß
Subway Dreams- Dan Henig

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