Financial Advisor Marketing Podcast
Business:Investing
When Financial Advisors Should (And Shouldn’t) Give Value
You’ve heard internet “experts” talk about giving value before doing business with someone. Following their advice might kill your business.
You can absolutely give value before you work with someone, but if you do it the wrong way (and at the wrong time), it sends your prospects to your competition and bankrupt you in the long-term.
In this episode, you’ll hear exactly how and when to give value (and when not to) so you can attract the clients you want and build a business you love.
Show highlights include:
Go to the TheAdvisorCoach.com/Newsletter and pick up your free 90 minute download called "5 Keys to Success for Financial Advisors" when you join The James Pollard Inner Circle.
Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources:
https://www.theadvisorcoach.com/the-best-crm-for-financial-advisors-crm-software-for-financial-services.html
https://www.theadvisorcoach.com/7-client-referral-ideas-to-help-you-get-more-referrals.html
https://www.theadvisorcoach.com/elevator-speech-financial-advisors.html
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