TENTANG EPISODE INI
Tune in to hear:
- How should advisors go about optimizing SEO for their practice and why is it so critical?
- Why do advisors who offer texting as a communication option get 400% more opt-ins?
- Why is email so powerful and how can advisors build out a list that will serve them well?
- Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
- How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
- When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
- What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?
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DALAM EPISODE INI
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CARI EPISODE TERDAHULU
Cari episode sebelumnya dari Standard Deviations with Dr. Daniel Crosby.
EPISODE LAIN DALAM PODCAST INI
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Where’s the current interest and momentum in Behavioral Finance and where does Jay see it going next?
Why are investors so bad at affective forecasting (i.e. imagining how they’ll actually behave during a major market downturn)?
How can we get investors and advisors to “buy…
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What is the biggest lie advisors tell themselves about why their growth may be stagnating or slower than they might like?
What would Kendra say to advisors who are casting a really wide net about why they should drill down and create a more bespoke marketing funnel?
When Ke…
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Does Adam believe that most people have a money problem, or a meaning problem that money simply reveals?
What are some signs that someone is trying to solve a meaning problem with money and what would Adam counsel them to do instead if they saw this in themselves?
How does …
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Why do we need to begin to think about wealth in more qualitative terms with the upcoming Great Wealth Transfer?
How can we better prepare heirs to understand their newfound relationship with wealth?
Why does successful, multi-generational wealth preservation depend on more…
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If markets are as mad as Alex and Dr. Crosby suggest, why do we still see that most active managers have such a difficult time trying to beat markets?
When Alex tells stories about how sporting events or the weather might move the market, is there any signal there for the ave…
Sanggahan: Podcast dan karya seni yang disematkan pada halaman ini berasal dari Dr. Daniel Crosby, yang merupakan milik pemiliknya dan tidak berafiliasi atau didukung oleh Listen Notes, Inc.
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