Jun 21, 2019
If you are younger than your average client, you have a problem. You could very easily outlive your practice. You can do the greatest account retention in the world and you’re not going to be able to outlive the grim reaper. On today’s podcast, Dan will share with you how his firm has structured a system to not only...
May 22, 2019
Your website needs to draw people in. If you have a crappy website, you're going to do the opposite and drive people away. Use your website as a tool to capture your audience, generate leads, and give your prospects something that will connect them to you.
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Apr 25, 2019
You need to stand out from your competition. Your products and processes won't make a difference if you're just another advisor listed on a web browser. On this edition of the podcast, we'll discuss the importance of developing your Unique Selling Position. We'll also wrap up our saga of Dan's tense email interaction...
Mar 14, 2019
Perhaps your digital marketing campaigns and retirement seminars don't seem to be landing you clients. If so, ask yourself why. On this edition of the podcast, we'll examine your marketing message, your approach, and your follow-up.
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