Financial Advisor Marketing Podcast Hosted by Stephen Oliver, Greg Moody, and Mindy Godfrey: Create plenty of new client flow while managing your time effectively for Financial Advisors.
Episode 1: Learn how top financial advisors systematize marketing for dramatic increase in referrals resulting in maximum practice growth and optimal client retention. Most financial advisors rely on referrals as their primary source for new clients. Learning how to create marketing systems that drive referrals for financial advisors will generate the most successful outcomes for all parties:[…]
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AprI just picked up a book by Cal Newport called “A World Without Email.” I haven’t gotten into it beyond some reviews and summaries. I do recommend his book “Deep Work” and “Digital Minimalism.” Both are excellent. However, I believe advisors are WAY over-addicted to email for client and staff communications and unreasonable expectations for it’s value[…]
