The NEW Financial PRO: Recent Episodes
Frank Maselli
This podcast is for financial advisors, agents, wholesalers, managers and all other financial professionals. The ideas we discuss will help you grow and strengthen your business and have more fun in this amazing profession!
My book "40 Tips for the Under 40 Advisor" in complete audio form.
Tip #1: Always remember you are the most valuable professional in the client's world
Tip #2: Your "what" and "how" are commodities. Find your WHY!
Tip #3: You're young and inexperienced...and that's a major advantage!
Tip #4: Your manager can be your greatest ally. Help them help you.
Tip #5: Work with great wholesalers. They're amazing partners for your success.
How would you like to be recognized as the go-to financial expert in your town or region? You might find that people are calling YOU and asking for help! It could reverse the entire flow of the growth process and take your business to a new level of success and prominence. An intelligent use of PR (press relations) is the key. It's a strategy that carries huge potential benefits and is much easier to do than you might imagine. Listen to this illuminating interview with Alana Kohl, the founder of AdvisorPR. She's an expert in helping financial professionals brand themselves and capitalize on the media's extraordinary hunger for your expertise.
Seminars continue to be one of the most powerful marketing strategies you can use. But the old direct mail approach to filling the room doesn't work like it used to. So White Glove Workshops has come up with a digital strategy that takes all the risk and headache away. Now you pay only for the people who show up. It's a revolution in seminar marketing that is making it possible for every advisor to succeed!