Just did this here video for everyone. In it I review financial advisor marketing models and frameworks, what they are, and why it’s crucial that you follow them if you want to reach your goals as a financial advisor.
The video is a bit long (44 minutes) but the back half I actually walk through the model and framework one advisor used to bring in $90 million the first 11 months of this year. Once you see how I break down the framework you’ll realize what he’s doing is actually very simple and replicable.
Enjoy – and make sure to use the comment feature on the blog to keep the discussion flowing.