Jan 15, 2021
A marketing expert that we’ve grown to know and appreciate is Mary Rose Maguire.
She’s the mind behind The Maverick Advisor and helps financial advisors and consultants reach better clients and strengthen their business. She also wrote a great book called THE MAVERICK ADVISOR: The New Rules of Marketing for...
Jan 1, 2021
As we move into 2021, we’ll look to feature more advisors on the show in order to provide a first-hand account of the business and strategies that are working across the country.
Let’s kick off the year with someone we’ve known for many years, Brie Reyes. Her and her father, Tim Estes, run Estes Financial in Fort...
Dec 2, 2020
This show helps advisors find a path to profitability and shares strategies to build your business. But no matter how many ideas and action plans get laid in front of you, it all comes down to whether you have the mindset to chase your dreams and believe in your own success.
Most people, not just advisors, lack...
Nov 1, 2020
Sometimes the best way to improve your business as a financial advisor is to speak with people outside of that arena. While there are plenty of nuances to your business, you’ll find there are many common themes between successful business regardless of what type of product they’re selling.
That’s why we’re...
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...