Growing Your Financial Advisory Practice
List of episodes
004: Conducting Your First Client Meetings in a Way to Maximize Conversions
March 07, 2018
Once you have a client in your office, what do you do with them? You want to convince them to engage you as their primary advisor and use your services if possible, but you also want to identify and weed out bad clients.
In the fourth episode of my five-part series with John Page, RFP, CFP, RFC of Wealth Enhancement Academy, and Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards, we&rsq...
003: Pricing and structuring your service offering to make it irresistible to prospects
February 21, 2018
Setting a price for your services can seem like a pretty basic aspect of getting started in your own financial advisory practice, but it can also be intimidating. How do you decide what to charge? How will your clients react to your prices?
In the third episode of my five-part interview series with John Page, Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards, we’ll be talking abo...
002: How to properly articulate the value of financial advice
February 21, 2018
When you meet with a potential client, do you try to convince them of the value that they’ll receive from your financial advice? If so, do you find that you have difficulty in articulating that value?
In the second episode of my five-part interview series with John Page, Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards, we’ll be talking about the process of properly articu...
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....