Growing Your Financial Advisory Practice
List of episodes
001: How to successfully transition from product-centric into an advice-centric practice
February 19, 2018
When you want to create a strong financial advisory practice, it helps to have advice from those who are experienced in the field. Today’s guest, John Page of PlanPlus Global Financial Planning Awards, has plenty of experience to share from his years of experience in insurance and financial advising. Tune into the episode to hear some important insights from John about building your financial advisory practice and about the differences between a product-focused strategy and an advice-fo...
000: Welcome to Growing Your Financial Advisory Practice Podcast
February 15, 2018
If you’re a financial advisor looking for tips, strategies, and insights that will help you strengthen your relationships with your clients and grow your practice, this is the podcast for you. I'm Pawel Brzeminski, the Founder and CEO of Snap Projections. In this podcast, I’ll be interviewing experts in the industry whose experience and insights can help you improve your own financial advisory practice. New episodes will drop every two weeks....