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
Tuesday Nov 10, 2020
Tuesday Nov 10, 2020
Screening referrals respectfully while fulfilling your promise to your clients. No, you don't have to take someone as a client just because they were referred by one of your best clients.
Thursday Oct 29, 2020
Thursday Oct 29, 2020
Act enthusiastic and you'll be enthusiastic! Changing your behavior changes your attitude---not the other way around.
Thursday Oct 29, 2020
Thursday Oct 29, 2020
It is never a 'good' time BUT now is the time. The opportunity today is unprecedented.
Tuesday Oct 27, 2020
Tuesday Oct 27, 2020
Eliminate the proposal. Stop wasting your time. Do you ask an accountant to do a few tax returns prior to engaging?
Tuesday Oct 27, 2020
Tuesday Oct 27, 2020
Phone protocol...developing a relationship rather than just answering the phone.
Thursday Oct 22, 2020
Thursday Oct 22, 2020
As a good Scout, you know that Lord Baden Powell coined the motto: Be Prepared. In the financial services industry today, this is more important than ever before.
Thursday Oct 22, 2020
Thursday Oct 22, 2020
Tuesday Oct 20, 2020
Monday Oct 19, 2020