The Art of Delivering Ongoing Financial Advice: A Mailbag Event with Alan Moore
Listen in as Alan shares his expert advice on:
- Calculating and communicating your value as an advisor
- Using a client service calendar to win over prospects
- How to effectively manage your time as a firm owner
- Managing the initial client meeting
- Top tech solutions for financial advisors
In the meantime, you might enjoy these helpful resources:
- The Value of YOU: How to Calculate the Value of Your Time as an Advisor
- Using a Client Service Calendar to Win Over Prospects
- How to Effectively Manage Your Time as a Firm Owner: What Would Arlene Say?
- Prospective Clients and that Initial Client Meeting: What Would Arlene Say?
- 3 Tech Solutions Every Independent Financial Advisor Should Be Using