3 Must-Know Tips For Designing A Lifestyle Advisor Practice episode artwork

EPISODE · Jul 20, 2020 · 21 MIN

3 Must-Know Tips For Designing A Lifestyle Advisor Practice

from Financial Advisor Marketing Podcast

Designing A Lifestyle Advisor Practice You probably didn't start your business to work late, get up early and chase clients who hate you. Most advisors start their business to work when they want, how they want and with whom they want.  And that can be your reality. Your business doesn't have to be a low-paying job with a terrible boss. In this episode, you'll find out how to build an advisor practice that gives you the exact lifestyle you want.  Ready to break free? Listen now! Show highlights include:  If you want to reduce your work hours, this 8 word sentence will set you free. (5:19) How to screen for clients who'll boost your business instead of clogging up your schedule. (7:07) Dangerous lies most financial advisors tell themselves about their business. (14:20) Feel stuck in business? Get clarity on these 3 things by picking a niche. (16:22) How many clients do you really need? Here's the definitive answer.. (18:17) If you're looking for a way to set more appointments with qualified prospects, sign up for James' brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/11-awesome-client-appreciation-event-ideas-for-financial-advisors.html https://www.theadvisorcoach.com/top-10-best-books-for-financial-advisors.html https://www.theadvisorcoach.com/how-to-make-six-figures-financial-advisor.html

Episode metadata supplied by the publisher feed · Published Jul 20, 2020

Embed this episode

NOW PLAYING

3 Must-Know Tips For Designing A Lifestyle Advisor Practice

0:00 21:12

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Financial Advisor Marketing Podcast?

This episode is 21 minutes long.

When was this Financial Advisor Marketing Podcast episode published?

This episode was published on July 20, 2020.

Can I download this Financial Advisor Marketing Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!