The Virtual Financial Advisor Series™ with David Bach on Controlling The Controllable

 

On this episode of The Virtual Financial Advisor Series™ David Bach and I discuss:

➡️ How to connect with your clients (David shares the exact script he uses with his own clients)

➡️ Understanding your client’s wants and needs

➡️ Ideas for hosting a virtual client appreciation event

 

Meet Your Host:

📍 Brad Johnson, is VP of Advisor Development at Advisors Excel and mentors a small group of the country’s most elite financial advisors. Brad also hosts The Elite Advisor Blueprint® podcast, which is dedicated to sharing the “blueprint for success” in the independent financial advising world. Based on over a decade of experience, Brad distills the best advice from top thought leaders and applies it to the world of independent financial advising.

 

Meet David:

📍 David L. Bach is an American financial author, television personality, motivational speaker, entrepreneur, and founder of FinishRich.com. Bach, is best known for his Finish Rich Book Series and Automatic Millionaire Series of motivational financial books under the Finish Rich® Brand.

 

Did this video help you serve your audience? Comment and let me know so that we can help serve you better.

 


The Virtual Financial Advisor Series™ is a series of FREE live stream discussions + training events with global leaders to teach the latest in digital marketing, virtual office culture, leadership, and technology.

 

Each speaker is committed to helping you navigate through our current financial climate by:

👉 OFFERING TARGETED ADVICE from their unique perspective and niche

👉 FACILITATING MEANINGFUL DISCUSSION about your business, your team, and how to take the next step

👉 EMPOWER OTHERS in a high-integrity and high-impact way

 

#TheVirtualAdvisorFinancialSeries
thevirtualadvisdorseries.com

Join the conversation and let’s become better leaders in our industry.

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LET’S CONNECT!

Facebook: https://www.facebook.com/BradJohnsonEAB
Twitter: https://twitter.com/brad_johnson
Linkedin: https://www.linkedin.com/in/bradjohnsonae

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This interview was provided for informational purposes only. Financial professionals are ultimately responsible for the use and implementation of strategies discussed and should be aware of all applicable compliance requirements. Investment advisors are highly encouraged to seek pre-approval from any applicable broker-dealer or RIA prior to implementing new marketing techniques. Neither Elite Advisor Blueprint or Advisors Excel are responsible for or guarantee the results from the strategies discussed.

This interview was provided for informational purposes only. Financial professionals are ultimately responsible for the use and implementation of strategies discussed and should be aware of all applicable compliance requirements. Investment advisors are highly encouraged to seek pre-approval from any applicable broker dealer or RIA prior to implementing new marketing techniques. Neither Elite Advisor Blueprint or Advisors Excel are responsible for or guarantee the results from the strategies discussed.

TAKING YOUR ADVISORY PRACTICE FROM

BRICKS & MORTAR TO DIGITAL