The Financial Advisor‘s 90-Second Coach Podcast
90 FOLLOWERS
Introducing David Miller's short 'rants' and candid conversations with financial advisors, answering their FAQs and problem solving on how to create the business they desire. As he travels across North America in his Airstream trailer, listen to David's unmatched advisory and coaching experience built from his 40 years of successful consulting with advisors and their teams.
The Financial Advisor‘s 90-Second Coach Podcast
2y ago
Are you saying what YOU want to hear or what your CLIENTS want to hear? Be clear and know how to explain things so they will listen.
mindset.solutions
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The Financial Advisor‘s 90-Second Coach Podcast
2y ago
And when did simple communication become so complicated? When the coaches tried to make themselves important....Basic language and interaction skills is all that is necessary.
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The Financial Advisor‘s 90-Second Coach Podcast
2y ago
Keeping it simple and focus on the 20% that accounts for 80-90% of your productivity ..read more
The Financial Advisor‘s 90-Second Coach Podcast
2y ago
Reach out and touch someone! We all crave the personal touch. Be an early adopter to the new, new, which is really just the way it used to be ..read more
The Financial Advisor‘s 90-Second Coach Podcast
2y ago
Your intro kit anchors your process and gives people language to describe you. Left to their own devices they feel uncomfortable and confused. Be clear and precise.
mindset.solutions ..read more
The Financial Advisor‘s 90-Second Coach Podcast
2y ago
Your Value = Your Why x Your How x Your What. Consider this example of a restaurant.
mindset.solutions
..read more
The Financial Advisor‘s 90-Second Coach Podcast
2y ago
It is a balancing act between rate of return, clients' emotional state, and focus on their goals. Being aware is the first step ..read more
The Financial Advisor‘s 90-Second Coach Podcast
2y ago
Inspired by Costco. Our Brand Formula, or "The Entrepreneurial Algorithm" is: Your Brand = Your Value x Your Processes x Your Connections mindset.solutions ..read more
The Financial Advisor‘s 90-Second Coach Podcast
2y ago
Brand Called You: Yes we are all known by our individual brands represented on social media, our web sites and our electronic communications. Tom Peters was spot on in his issue In Fast Company in 1997! https://www.fastcompany.com/28905/brand-called-you ..read more