Ep 512: Winning Clients And Moving 'Upmarket'...

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Ep 511: Outsourcing And Managing Client Headcount To Stay Lean As A Two-Founder, $150M Firm with Ashlee deSteiger

What if growing your financial planning firm didn't have to mean giving up the lifestyle you worked so hard to create? For today's guest, building a successful advisory firm has meant finding ways to grow while protecting her time, energy, and freedom. Ashlee deSteiger is co-owne ... Show more

. 1h 29min

Ep 510: Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients with Michael Yoder

An effective discovery process not only can help an advisor better understand prospects' unique situations, but also can increase the rate at which they become full-time clients. Today's guest shares how he has developed a discovery process that has converted every prospect who h ... Show more

. 1h 30min

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