The Financial Advisor‘s 90 Second Coach Podcast
Introducing David Miller‘s short ‘rants‘ and candid conversations with financial advisors, answering their FAQs and problem solving on how to create the business they desire. As he travels across North America in his Airstream trailer, listen to David‘s unmatched advisory and coaching experience built from his 40 years of successful consulting with advisors and their teams. Visit David‘s website mindset.solutions to find out more about his one-on-one consulting.
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Episodes
Friday Oct 16, 2020
Friday Oct 16, 2020
To get referrals, the most important thing to do with your current clients, again, is to...
Friday Oct 16, 2020
Thursday Oct 15, 2020
Thursday Oct 15, 2020
Thursday Oct 15, 2020
There may be some people in your life that just want to talk it out during these interesting and challenging times of late. It's about connecting and communicating. That's all.
Thursday Oct 08, 2020
Thursday Oct 08, 2020
Simple steps on how to align yourself with other professionals (such as lawyers, accountants) that you would like to connect with.
Wednesday Oct 07, 2020
Wednesday Oct 07, 2020
The misconception of the week (month, year) when working with a client's PFO is...
Tuesday Oct 06, 2020
Tuesday Oct 06, 2020
Tuesday Oct 06, 2020
Long standing clients have yet to hear your tweaked elevator pitch right? Maybe they've forgotten what you actually do, and why you do it. Time for a refresher?
Friday Oct 02, 2020
Friday Oct 02, 2020