The Financial Planner Growth Show
By Kurt Kersey
The Financial Planner Growth ShowOct 26, 2020
3 Ways Advisors Can Live Life on Purpose | Travis Parry
Travis Parry is a coach, consultant, speaker, and former financial advisor who helps overworked advisors get back their time. He gives some knowledge specifically on how advisors can intentionally protect their time and how to start. Travis shares more of his story and how his father’s unexpected death deeply impacted him and lead him to live his life on purpose.
Learn more about Travis - https://www.travisparry.com/
Connect with Travis on LinkedIn - https://www.linkedin.com/in/travisparry/
Never Lose a Client Again | Joey Coleman
Author of Never Lose a Customer Again, Joey Coleman, joins us this week to talk about how advisors can retain clients for a lifetime.
It really all comes down to focusing on the first 100 days of the client’s experience. If you really want those long term clients, you’ll need to step up your game in client experience.
Learn more about Joey’s work at https://joeycoleman.com/
It’s Time to Join the Party
The Digital Cocktail Party - happening all day, every day - and you’re invited.
So many advisors are not fully partaking in the opportunities that are available from leveraging digital tools.
In this episode, learn how to use LinkedIn to build real relationships and connect with new people and potential prospects.
WELCOME TO THE FINANCIAL PLANNER GROWTH SHOW
Through short, actionable episodes, this podcast will help financial advisors like you take advantage of the digital tools available to your firm to grow your revenue, get your message to your clients and scale your impact. /// fpgrowth.com