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.
Episodes
Thursday Oct 01, 2020
It's a 2 Way Street to FIT
Thursday Oct 01, 2020
Thursday Oct 01, 2020
Breaking down the FIT meeting agenda
Wednesday Sep 30, 2020
OUCH - A missed PFO Opportunity
Wednesday Sep 30, 2020
Wednesday Sep 30, 2020
Warning - this has a bit of a sad ending.
Wednesday Sep 30, 2020
'Personal Financial Organizer' Plug
Wednesday Sep 30, 2020
Wednesday Sep 30, 2020
Be in their corner by providing them a PFO...
Friday Sep 25, 2020
Vision of Possibility
Friday Sep 25, 2020
Friday Sep 25, 2020
Setting the stage for your great expectations.
Thursday Sep 24, 2020
Friday Sep 18, 2020
When the Market Crashes....
Friday Sep 18, 2020
Friday Sep 18, 2020
It may be time to have 'that' conversation with your clients.
Friday Sep 18, 2020
Thursday Sep 17, 2020
Wednesday Sep 16, 2020
Tuesday Sep 15, 2020
A Pitch for Process
Tuesday Sep 15, 2020
Tuesday Sep 15, 2020
A relationship is a product of how it began.