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...
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...