Title: Ep. 21: Finding High-Net-Worth Clients

This is the introduction to The Financial Advisor Authority Podcast. We help Financial Advisors build authority by writing and publishing a lead-generation book and by providing strategic & tactical advice on everything from organizing ideas to writing book chapters to marketing your book. You'll discover actionable tips for marketing, creating content, building authority and more! New episodes drop every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

Scott Snider is the President of Exit Planning Institute (EPI), which is widely recognized as the authority on exit planning in the United States and offers the Certified Exit Planning Advisor (CEPA) credential program. Scott earned the CEPA credential in 2008 and saw the potential for growing the exit planning discipline within the financial planning [...]

The final episode for the year 2020, and it's all about how to make 2021 a better experience for those with a business or looking to start one.  But, as the title implies, it Keystone Financials birthday and Josh flawlessly ties that in to his optimistic message for 2021. Check in every Tuesday for a new episode of The Wiser Financial Advisor, heard wherever you get your podcasts. Please support The Wiser Financial Advisor with your like, subscribe and download. And spread the word with family and friends. Thank you, and thanks for listening.Contact Keystone Financial:https://www.keystonefinancial.com/Where you can listen to The Wiser Financial Advisor:Apple Podcasts:  https://podcasts.apple.com/us/podcast/the-wiser-financial-advisor-podcast-with-josh-nelson/id1534054539Spotify: https://open.spotify.com/show/4OwxFI3fJFvtixnzytTtQpStitcher: https://www.stitcher.com/show/the-wiser-financial-advisor-podcast-with-josh-nelsonBuzzsprout: https://wiserfinancialadvisor.buzzsprout.com/iHeart: https://www.iheart.com/podcast/269-the-wiser-financial-adviso-71514004/Pandora: https://www.pandora.com/podcast/the-wiser-financial-advisor-podcast-with-josh-nelson/PC:36800?part=PC:36800&corr=podcast_organic_external_site&TID=Brand:POC:PC36800:podcast_organic_external_siteAmazon Podcasts: https://music.amazon.com/podcasts/9383e047-f6ed-4589-a8a0-1a020e4edec0/The-Wiser-Financial-Advisor-Podcast-with-Josh-NelsonListen Notes: https://www.listennotes.com/podcasts/the-wiser-financial-advisor-podcast-with-3YXRmz9a71s/Keystone Financial: https://www.keystonefinancial.com/podcast/Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editing: Tim Leaman/info.primegen@gmail.com

Host Josh Nelson shares three primary things that makes a financial advisor a great financial advisor. If you're looking to find a great financial advisor, or are contemplating becoming a financial advisor, listen to hear about Josh's experiences in the business of financial consulting and as a financial advisor.  a that sheds even more light on how to find, or become, a great financial advisor.  Contact Josh for a free consultation about finding, or becoming, a great financial advisor.https://www.keystonefinancial.com/contactInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editing: Tim Leaman/info.primegen@gmail.com