The Virtual Financial Advisor Series™: Pete Vargas on Transitioning His Entire Business to Virtual in 45 Days

Excited to have Pete Vargas join us on our live stream series! I brought him on as he’s faced what many of you financial advisors have over the last few months – having to shift from brick and mortar events to digital. Lots of lessons here.

He shared the story of transitioning a live events company (that lost $4-5M of revenue in March-April due to COVID-19 cancelations) and how he was able to pivot to going completely virtual in just 45 days! Even better he’s already eclipsed 2019 revenue numbers!!

 

Pete and I discussed:

➡️ The mindset and coaching it took for Pete to realize he needed to completely shift his business model overnight

➡️ Pete’s framework for transitioning a brick and mortar business to 100% virtual over 45 days

➡️ The multiple digital formats to choose from including webinars, summits, courses and more.

 

Meet Pete:

📌  Pete Vargas Founder and CEO of Advance Your Reach. He and his team are responsible for booking over 25,000 stages worldwide and Pete has been educating speakers about how to book stages for over a decade. He has helped speakers, entrepreneurs, nonprofits and small business owners land speaking engagements and leverage the stage to grow their businesses. Pete has booked legendary speakers including Ryan Deiss, Nicholas Kusmich and Shark Tank’s Daymond John.

 

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. This group captured over $1.5B of new assets organically last year! 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.

 

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 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
bradleyjohnson.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