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
Thursday Feb 04, 2021
Thursday Feb 04, 2021
What is your best source for marketing? What is the one thing that matters most?
Wednesday Feb 03, 2021
Wednesday Feb 03, 2021
Provide exceptional service to your clients like Dr. Mutrie did to his patients back in the day.
Monday Feb 01, 2021
Monday Feb 01, 2021
Great time for a reset with existing clients. Create clarity around your brand and process. This is how you begin.
Tuesday Jan 26, 2021
Tuesday Jan 26, 2021
Grateful or evasive? This is the acid test....what do your clients say when you talk about referrals?
If you don't have the 90 seconds then skip to 'the secret' at 0:43.
Monday Jan 25, 2021
Monday Jan 25, 2021
Choose your service activities carefully. For consistency and congruence it is important once you implement a strategy to continue indefinitely.
Wednesday Jan 20, 2021
Wednesday Jan 20, 2021
Demystify the referral process for a new client and you will experience the exponential growth you are looking for.
Wednesday Jan 20, 2021
Wednesday Jan 20, 2021
Minimums are flawed. "A prospective client has to have the financial wherewithal to take advantage of the advice and services you provide."
Tuesday Jan 19, 2021
Tuesday Jan 19, 2021
...my process: calling the referral, using process as your segue and clarifying fit.
Monday Jan 18, 2021
Monday Jan 18, 2021
Monday Jan 18, 2021
To control the delivery to represent your brand accurately, create the convenience for the client not for your office. It is worth the time and money?