When Matt gets this excited about a guest, you know it’s going to be good!
Today, Matt chats with Dean Soto, president of Pro Sulum, about scaling your team and saving time by enlisting virtual assistants to document your systems. Dean also explains why rescinding control can be a good thing. In fact, Dean firmly believes that 95% of what we do can be done by someone else if there is a process in place.
In this episode, you will learn:
Listen in now to find out how to document your systems and free up your time!
Resources: Dean Soto via LinkedIn | Pro Sulum
Brought to you by: Iris.xyz
Episode 33 - Death By Referrals (Part 1/3)
Episode 32 - How To Leverage Impact Investing In Your Practice with Sonya Dreizler
Episode 31 - The Demise of Prospecting
Episode 30 - Why Women Leave Their Financial Advisors
Episode 29 - 5 Questions Advisors Ask About Connecting with HNW Prospects (w John Frankot)
Episode 28 - Why Advisors Should Care About Behavioral Finance
Episode 27 - The #1 Selling Mistake Keeping Advisors From Earning Serious Money w Jimmy Lyons & Jeff Tompkins
Episode 26- 5 Excuses That Kill Your Marketing Success
Episode 25 - The Mental Side of Marketing
Episode 24 - How to Leverage Talent in Your Practice
Episode 23 - How to Start Your Own Financial Podcast
Episode 22 - John Anderson's "4 Ways to Create Positive Client Experiences (and get more referrals)"
Episode 21 - Kirk Lowe's 10 Favorite Marketing Tools
Episode 20 - "5 Communication Faux Pas, Missteps and Mistakes" by Renee Walker, Marketing Strategist
Episode 19 - Get to Know Doug Heikkinen at IRIS.xyz
Episode 18 - 5 Clues Your Marketing May Fail (with John Anderson of SEI, Practically Speaking Blog)
Episode 17 - Top 9 Advisor Marketing Insights from SEI Conference 2017
Episode 16 - 270 Days to a Better Practice; Better Clients, More Fun, More Time and More Money
Episode 15 - Get to Know Susan Bradley & Sudden Money Institute
Episode 14 - How 4 Frogs and 1 Elephant Can Help You Attract Ideal Prospects
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