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.
Listen on:
Episodes
Thursday May 13, 2021
Tuesday May 11, 2021
Tuesday May 11, 2021
Reach out and touch someone! We all crave the personal touch. Be an early adopter to the new, new, which is really just the way it used to be.
Friday May 07, 2021
Friday May 07, 2021
What is the impression the client walks away with after they become a client? This isn’t a “love ’em and leave ’em” approach and never should be.
Thursday May 06, 2021
Thursday May 06, 2021
It is a balancing act between rate of return, clients' emotional state, and focus on their goals. Being aware is the first step.
Wednesday May 05, 2021
Wednesday May 05, 2021
Most clients do not have a clear understanding of who you are and what you do. This is how to begin the process of change.
Tuesday May 04, 2021
Tuesday May 04, 2021
Relationships don’t just happen. They need to be nurtured over time. COIs are no different.
Tuesday Apr 20, 2021
Tuesday Apr 20, 2021
Focus on the 20% that gets you more than 80% of the results. Be consistent. Be congruent. Under promise and over deliver.
Friday Apr 16, 2021
Friday Apr 16, 2021
How should they feel? When a COI refers someone, they should be enthused and excited about you providing them the opportunity to help others….and they are grateful to you.
Thursday Apr 15, 2021
Thursday Apr 15, 2021
The work expands to fill the time available. Re-assess your priorities as COVID recedes and you may find you have more time to enjoy life.
Thursday Apr 01, 2021
Thursday Apr 01, 2021
Centers of Influence need nurturing. Your persistence and determination to play the long game wins out in the end. Most advisor-COI relationships are seldom allowed to mature and seldom produce meaningful results.