ОТНОСТНО ТОЗИ ЕПИЗОД
In this conversation, Maurilio Amorim and Jon Randall discuss the evolving landscape of wealth management and the challenges faced by financial advisors. Jon shares insights on how to identify constraints that hinder growth, the importance of client optimization, and strategies for increasing revenue. They also explore generational shifts in investment preferences and effective client acquisition methods, emphasizing the need for advisors to adapt to changing client expectations and market dynamics. Chapters 00:00 Introduction to Financial Coaching and Growth Strategies 02:00 Identifying Constraints in Financial Advisory Practices 09:23 Client Optimization and Revenue Growth Strategies 11:52 Understanding Pricing and Value in Financial Services 17:31 Addressing Client Concerns: Retirement and Tax Planning 18:08 Client Optimization and Asset Management 20:34 Generational Shifts in Investment Perspectives 23:48 Niche Marketing and Client Segmentation 28:48 Growth Strategies for Financial Advisors 34:11 Closing Deals and Building Trust
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ТЪРСЕНЕ на МИНАЛИ ЕПИЗОДИ
Търсене в минали епизоди на Marketing Wealth.
ДРУГИ ЕПИЗОДИ В ТОЗИ ПОДКАСТ
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In this conversation, Josh Notes from Sustained CFO shares his journey to becoming a fractional CFO and the importance of financial management for entrepreneurs. He discusses common blind spots that business owners face, the significance of early financial planning, and the mistakes often made when…
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