How Financial Advisors Can Boost Business Development

from Modern Financial Advisor · host finservMarketing

Dr. Jean Oursler "The Results Queen" explains how our caveman brains often get in the way of our ability to develop our businesses to the fullest. However, simple changes to a financial advisor's approach to his or her business development process can lead to dramatic improvements in a short time. Dr. Jean also shares some personal stories about her journey. She credits investing in herself early, even before her business was achieving real traction, as key lever for her success. Resources Mentioned In This Episode: Caveman Brain - Dr. Jean's company specializes in helping financial advisors get better results in their business development.6 Killer Questions - As Dr. Jean mentioned, this free resource outlines the key questions to ask a "potential client" through your funnel.EOS (The Entrepreneurial Operating System) - A framework for clarifying, simplifying, and achieving your vision."Change Your Question, Change Your Life" by Marilee Adams - Dr. Jean recommended this book as a fantastic tool to learn how to ask better questions.

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This episode is 43 minutes long.

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This episode was published on November 17, 2023.

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