Surge Client Review Meetings. How Financial Advisor, Andy, Runs His Client Review Meeting System.

Описание: Financial Advisors, Creating a repeatable process for client review meetings can do 2 things;
1. Make it easier for you.
2. Provide consistency and value to your clients.
Learn how Andy Panko, CFP® implements Surge Meetings within his practice.

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

✅ [THE ADVISOR VALUE FORMULA]
Learn our entire 2 meeting process from intro call to becoming a client.
This FREE video is the most simple way to CREATE & COMMUNICATE YOUR VALUE to prospective clients.
https://www.streamlinemypractice.com

🐤 CONNECT WITH ME🐤
Twitter -   / for_advisors  
LinkedIn -   / davezoller  
________________________

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

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

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
Star Sky - Simon Groß
Subway Dreams- Dan Henig

#financialadvisortraining #streamlinemypractice #dayinthelifeofacfp