21. The Unspoken Self-Improvement Blindspot
21. The Unspoken Self-Improvement Blindspot
Since you listen to this show, we know that you’re serious about self-improvement, but there’s a good chance you’re not ... Read more
15 Jul 2022
•
24mins
20. You Have A Superpower
20. You Have A Superpower
Our culture is fascinated with the idea of superheroes. They look normal, but they can do things normal humans simply ca... Read more
8 Jul 2022
•
26mins
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19. Wes Young - How to attract the right clients and manage a large virtual team
19. Wes Young - How to attract the right clients and manage a large virtual team
In this episode, Andy interviews Elite Advisor Member, Wes Young. Wes has had a 100% virtual practice since before it wa... Read more
1 Jul 2022
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31mins
18. How do you keep planning clients happy year-round?
18. How do you keep planning clients happy year-round?
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24 Jun 2022
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21mins
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17. How do you provide value when the market does not?
17. How do you provide value when the market does not?
The market is down, a lot. At times like this, do you worry that clients will call you, upset with the market and your w... Read more
17 Jun 2022
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17mins
16. What to know before you hire a business coach
16. What to know before you hire a business coach
If you want to get stronger it would be a great idea to hire a personal trainer. If you need help with your mental healt... Read more
10 Jun 2022
•
25mins
15. Why an advisor must segment their book of business, yet most don’t
15. Why an advisor must segment their book of business, yet most don’t
If you’re like most of the advisors we know then you have a heart of service. You want to take care of the clients who h... Read more
3 Jun 2022
•
25mins
14. 7 Meeting Skills of Elite Advisors
14. 7 Meeting Skills of Elite Advisors
At the core of your business are your meetings with clients. How can you become a master of meetings? What are the meeti... Read more
27 May 2022
•
29mins
13. Is income the best indicator of advisor success and abilities?
13. Is income the best indicator of advisor success and abilities?
Businesses don’t exist unless they make a profit; that’s a fact. But what else can and should you measure the success of... Read more
20 May 2022
•
23mins
12. How To Talk To Clients When The Markets Are Volatile
12. How To Talk To Clients When The Markets Are Volatile
It’s May of 2022 and the markets have been volatile. You MAY have clients calling you in a panic and wanting answers on ... Read more
13 May 2022
•
24mins
