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 Jan 14, 2021
Thursday Jan 14, 2021
...if you don't, your clients will, and it may not be how you want it to be.
Wednesday Jan 13, 2021
Wednesday Jan 13, 2021
#3. Agreeing to talk to anyone, but qualifying it by saying that you are particular about who you take as a client creates scarcity.
#4. 1 in 20 referrals call you. Here's how to change that.
Thursday Dec 10, 2020
Thursday Dec 10, 2020
Thursday Dec 10, 2020
Pick the time you need to be OUT of the office to help you when you need to be IN the office.
Thursday Dec 10, 2020
Thursday Dec 10, 2020
Being more productive by not increasing your hours. A short story about a successful office's unorthodox work schedule. Focus. Break. Focus.
Thursday Dec 10, 2020
Wednesday Nov 25, 2020
Monday Nov 23, 2020
Monday Nov 23, 2020
Process, process, process and beyond. It isn't about getting one new client - it's about following process to get the referral as a client and all their friends WHERE there's a FIT!
Friday Nov 20, 2020
Friday Nov 20, 2020
Avoid the clutter at all costs...clarity and precision is the primary objective. Here's how to organize your client's information.
Friday Nov 20, 2020