Advisor Value Formula - How To Create, Increase and Communicate Your Value As A Financial Planner.
4,235 views
0

 Published On Sep 27, 2021

It used to be hard to communicate our value as advisors until we started thinking about it through this lens.
You and I already know how valuable ongoing planning is.
We just need a way to clearly communicate to our future clients so that it's easy for them to understand it as well.
I used Alex Hormozi's framework and applied it our our advisory space and it's made a huge difference in our business.
In this video, I'll explain how to do that.


This video came out in 2021 and I've updated the trainings since then.
https://www.streamlinemypractice.com/...

🔥 JOIN THOUSANDS OF ADVISORS AND GROW YOUR BUSINESS FASTER
https://www.streamlinemypractice.com/...

❤️[SUBSCRIBE TO THIS CHANNEL]
https://bit.ly/StreamlineMyPractice-Y...

✋[ CONNECT WITH ME on LINKEDIN]
  / davezoller  

🐤 Get More Tips & Techniques on TWITTER🐤
  / 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.

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...  

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

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
Sons & Daughters- Nickolas Jonas
Subway Dreams- Dan Henig

#financialadvisortraining #streamlinemypractice #dayinthelifeofacfp

show more

Share/Embed