The Virtual Financial Advisor Series™: Simon Bowen on Creating Visual Models To Simplify The Complex

In this session of The Virtual Financial Advisor Series™ , I’m joined by none other than Simon Bowen! And he shared some serious wisdom with us on this call. 
Simon and I discussed:
➡️ The three levels of service people are looking for with a financial advisor
➡️ The importance of showing up with good technology
➡️ How to pull prospects in by incorporating simple drawings to create dramatic sales demonstrations.
➡️ The best to increase your online exposure

 

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 Simon:

📍 Simon Bowen is the Founder & Creator of The Genius Model and is Australia’s #1 authority on visual-based thinking. He simplifies the complex and makes it tangible through his unique proprietary process, The Models Method, to accelerate results. As a dynamic change agent, consultant, facilitator, CEO mentor, speaker, and author, Simon Bowen is highly sought after by Fortune 500 companies, heads of Government, the military, and private sector because of his transformational impact on the organizations he serves.

 

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

 

#TheVirtualFinancialAdvisorSeries
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