In this episode, we tackle a mix of crucial issues and solutions for financial advisers.

Learn how to elevate your virtual meeting setup to create a great experience, and understand why the title you choose—whether Financial Planner, Financial Adviser, Broker, or something unique—matters more than you think.

Discover the key differences between marketing and prospecting, and how to balance both for optimal growth. We also delve into the challenges faced by the next generation of financial planners and explore how we can support them.

Finally, we discuss the power of community and the different ways to collaborate: doing it yourself, getting someone else to do it, or working with others.

Join us for practical tips and strategies that can elevate your financial practice.

Subscribe to our channel for more episodes with valuable insights and advice for financial advisors.

Leave us a comment with your thoughts and questions.


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