Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen

Have you started changing the way you communicate with clients? Do you have a fine-tuned value proposition that articulates your unique expertise?

In this episode, Matt and Kirk speak with Doug Heikkinen, founder of Iris.xyz, a media platform dedicated to helping advisors become better in business and life. Together, they give advisors action items for shifting into another gear to excel in the midst of the bear market and COVID-19 pandemic. 

In this episode, you will learn:

• How much time to dedicate to client communication on a daily basis
• Remote-work practices that the Top Advisor Marketing team swear by
• Value-proposition questions for business owners to reflect on right now
• Why it is so important to accept change and not fear it
• And more!

Tune in now to hear action items that can help advisors shift gears to succeed in our new reality.

Resources:  Top Advisor Marketing | 5 Steps to Creating a Powerful Value Proposition | Iris.xyz | Asana

 

Brought to you by: Iris.xyz