Oct 1, 2020
The role of a financial advisor is as much about consulting clients as it is being a salesperson and pushing certain products. You build relationships with clients and garner that trust so that they will follow your guidance on how to manage their portfolios.
While you might not always consider yourself a consultant in...
Sep 1, 2020
Most businesses have turned to some form of social media marketing to promote their brand and increase their bottom line, but how effective is this method?
On this episode of the Profitable Advisor, Dan welcomes Brian Hahn to the show to give you the turn on social media advertising. Hahn is the owner of Go Social...
Aug 15, 2020
Every business wants to increase referrals but what methods are the most effective?
On this episode of the Profitable Advisor, we want to tell you about advisory boards and why you should consider adding one to your practice. Full disclosure, this isn’t something we currently have in place but we are hoping to change...
Aug 1, 2020
Every business is searching for ways to separate itself from the competition and customer experience might just be the key. What if you took the incredible service techniques that makes Disney one of the greatest experiences in the world and apply it to your practice?
Vance Morris used to work at Walt Disney World...
Jul 15, 2020
Over the past few episodes, we’ve spent a lot of time on target marketing because we feel it’s such an important piece to building a profitable business. Today we’re taking the conversation a step further and introducing you to an advisor that’s built a national business focused strictly one on profession:...