4 Things Schools Failed to Teach Financial Advisors episode artwork

EPISODE · Nov 4, 2019 · 22 MIN

4 Things Schools Failed to Teach Financial Advisors

from Financial Advisor Marketing Podcast

There's nothing more important for entrepreneurs of any kind than lifelong learning.  But sometimes, what feels like learning actually harms you.  That's the case in most schools: You learn things that seem useful, but will hinder your progress as a financial advisor. In this episode, you'll find out about 4 of those things—and how to switch your thinking around them so your mindset benefits you instead of harming you.  Show highlights include:  What negotiation is REALLY about (this is how you AND your clients end up happy. (8:50) The simplest way to get more appointments. (10:28) The most important thing you need to learn how to manage that has nothing to do with clients or money. (16:00) 4 things that can automatically generate appointments for you. (19:50) Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle. Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html https://www.theadvisorcoach.com/content-marketing-tips-financial-advisors.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

NOW PLAYING

4 Things Schools Failed to Teach Financial Advisors

0:00 22:03

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.

That Hoarder: Overcome Compulsive Hoarding That Hoarder Hoarding disorder is stigmatised and people who hoard feel vast amounts of shame. This podcast began life as an audio diary, an anonymous outlet for somebody with this weird condition. That Hoarder speaks about her experiences living with compulsive hoarding, she interviews therapists, academics, researchers, children of hoarders, professional organisers and influencers, and she shares insight and tips for others with the problem. Listened to by people who hoard as well as those who love them and those who work with them, Overcome Compulsive Hoarding with That Hoarder aims to shatter the stigma, share the truth and speak openly and honestly to improve lives. The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting! DIOSA. Carolina Sanper This podcast is a sacred space created by Carolina Sanper where you connect with your inner wisdom and embody your magnetic feminine power.It is the realization that the mystical realm is where you plant the seeds of your desired reality.It is a portal to your true essence: awareness, presence, and receiving with ease. Welcome home, DIOSA. 🖤 XXX Tech by SOVRYN Dr. Brian Sovryn The crossroads between technology, sensuality, and metaphysics - and the longest running anarchist podcast in the world! Brought to you by Dr. Brian Sovryn.

Frequently Asked Questions

How long is this episode of Financial Advisor Marketing Podcast?

This episode is 22 minutes long.

When was this Financial Advisor Marketing Podcast episode published?

This episode was published on November 4, 2019.

What is this episode about?

There's nothing more important for entrepreneurs of any kind than lifelong learning.  But sometimes, what feels like learning actually harms you.  That's the case in most schools: You learn things that seem useful, but will hinder your progress as a...

Can I download this Financial Advisor Marketing Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!