Applying Tested in the Trenches to Our Financial Advisory Business- Ron Carson and Steve Sanduski

Описание: Financial Advisors,
Today we’re gonna look at mapping out the path of your business, updating your simplified business plan, and creating your unique selling proposition. Then share how we’ve actually applied it to our firm. I’ll share what’s in the book: Tested in the Trenches by Ron Carson and Steve Sanduski

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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.

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.

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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