Client Acquisition & Retention
63 videos • 15 views • by Do Business. Do Life. - Clips
1
Michael Kitces | The Power of the One Page Financial Plan
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2
Simon Bowen on Using Visual Models to Close More Sales
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3
Simon Bowen on The Most Powerful Form of Client Communication #shorts
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4
Bob Burg on Why The Best Leaders Let Go of the Need to Be Right #shorts
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5
Simon Bowen on Distilling Your Company Genius Into Scalable Frameworks
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6
Michael Kitces on What Clients are REALLY Seeking in a Financial Advisor
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7
Tom Jacobs on the ROI of Seminar Marketing #shorts
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8
Video Marketing Strategy for Financial Advisors with Dave Zoller
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9
Jason Wenk on Leading Life with an Infinite Mindset
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10
Rener Gracie on the "No Belt" Content Marketing Strategy
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11
Why most business owners fail to scale 📈 #shorts
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12
Why Financial Advisors Should Stop Giving Away Free Advice | Sten Morgan
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13
Finding Your Niche as a Financial Advisor | Content Creation | Taylor Schulte
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14
Kyle Van Pelt on The Airbnb 11 Star Client Experience exercise
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15
Jason Wenk on Characteristics of a Great Fiduciary Advisor
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16
How to Handle Clients Who Are Not a Good Fit
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17
The Power of a Thank You Card with John Israel
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18
How Financial Advisors Can Stay Relevant | Clients Will Pay for Convenience #shorts
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19
Tom Jacobs | Harness the Power of Seminar Marketing
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20
Financial Advisor Engagement Standards for Setting Clear Expectations With Clients | Taylor Schulte
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21
Why 20% - 60% of New Hires Quit in the First 100 Days
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22
The 3 Types of Financial Advisors Needed to Scale
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23
Kyle Van Pelt on The Financial Advisor Tech Stack Problem
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24
The Biggest Risk to Financial Advisors with Chris Smith
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25
Referral Marketing Strategy for Financial Advisors | Wally Elibiary
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26
How Financial Advisors Can Build Referral Networks With Lawyers | Victor Medina
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27
How Financial Advisors Can Turn Podcast Listeners Into Customers | Taylor Schulte
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28
Jason Wenk on Building Massive Momentum with the Flywheel Effect
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29
Chandler Bolt on Leveraging Your Book to Generate Leads
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30
AI and the Future of Financial Planning | Wayne Wagner
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31
Brian Portnoy | Will AI Replicate and Replace Financial Advisors?
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32
Who You Blame When Something Breaks in Your Business? | Joey Coleman
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33
Growth Mindset VS. Fixed Mindset -- From Solo Advisor to Business Owner with Brian Portnoy
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34
Using Mobile Assistant To Enhance Productivity and Simplify Meeting Notes with Corey Westphal
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35
How the Enneagram Can Help Advisors Transition to CEOs with Ian Cron
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36
Great Financial Advisors Inspire Clients & Create Freedom
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37
Building a Unified Team With a Collective Vision | Stephen Stricklin
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38
John Ruhlin on The Secret to Successful Gift Giving
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39
Dan DeVerna | The Book Writing Strategy for Boosting Client Referrals
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40
Creating a Culture of Trust With Your Team
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41
How to Overcome Your Fear of Posting Content with Dave Zoller
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42
John Ruhlin on The ROI of Building Relationship Capital with Your Clients
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43
Inspiring Your Clients to Achieve Meaningful Goals
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44
Dan DeVerna | Don't Lose Sight of Why You Became an Advisor
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45
YouTube Strategy for Getting Appointments on the Calendar with Dave Zoller
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46
John Ruhlin on The Impact of Nurturing Your Clients' Inner Circle
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47
Ian Cron on the #1 Characteristics of High-Performing CEOs
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48
Michael Hyatt | Rewire Your Thinking to Unlock a Better Life
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49
Dan DeVerna on How to Systemize and Scale Your Business
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50
How to Skyrocket Your Referability | Sten Morgan #shorts
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51
Bob Burg on Why the Best Leaders Let Go of the Need to Be Right
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52
The Most Powerful Way to Set Your Business Apart | Financial Advisory Business Growth
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53
Helping Your Clients Dream the Impossible | Vantage Point Financial
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54
When Weak Leadership Limits Potential | Wayne Wagner
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55
Want Deeper Client Relationships? Try This! | Vantage Point Financial
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56
Kyle Van Pelt | There Is No Such Thing As Work Life Balance
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57
Bob Burg on How Great Advisors Stay Calm Under Pressure
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58
Joey Coleman on the Impact of Celebrating Small Wins With Your Team
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59
Corey Westphal on How to Organize Customer Data & Empower Your Team to Scale
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60
Bob Burg | Set The Frame: Turning Defensive Clients Into Allies
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61
The Value First Approach to Attracting & Retaining Top Talent | Anthony Zhang of Vinovest
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62
Chandler Bolt on Turning Your Book into Better Leads, Referrals, and Sales
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63
Corey Westphal on How to Build a World-Class Culture that Attracts Great Talent
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