Attention! New Podcast Alert...... You want to scale faster, own your book of business, have freedom of time & money, and set up your own retirement succession plan while knowing your clients will be taken care of. Advisors Collective was created to help you run your practice and not let it run your life. We have found the best in the business to help you become the best you can be. Let’s do something together, Join the Collective. #newpodcast #financialadvisors #scaleyourbusiness
关于我们
Advisors Collective Disclosure: The conversations on the podcast or this social platform are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their advisory practice. Advisors are ultimately responsible for ensuring implementation and compliance of anything discussed in accordance with all your regulatory and compliance responsibilities and obligations. These discussions are meant purely for educational purposes, none of the information heard should be taken as financial advise or planning. The conversations and opinions that are expressed on the show are that of each host, and do not necessarily reflect the opinions of the other hosts and their affiliated companies. This podcast is not intended to give tax, legal or investment advice, always consult with a qualified professional. For my personal practice securities are offered through Cape Securities, Inc. Member FINRA, SIPC. Investment Advisory accounts are offered through Terra Wealth Management.
- 网站
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https://www.youtube.com/@advisorscollective
Advisors Collective的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 类型
- 个体经营
Advisors Collective员工
动态
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Online presence is more important than ever for financial advisors. TerraWealth emphasizes the value of online reviews and personalized websites in attracting and retaining clients. Build your digital footprint and stand out in the industry. #OnlinePresence #FinancialAdvisors
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Adapt or Perish: The New Rule for Financial Advisors ?? In today's world, the best advisors might struggle to stay relevant if they're not known online. It's not just about being the best or the smartest anymore. The internet and technology have changed the game. Imagine calling five clients who had a fantastic experience with you and getting five-star Google reviews. If your competitors have little to no online presence or just a few mixed reviews, those five-star reviews can make you stand out instantly. It's incredible how quickly a strong online presence can elevate your reputation. #OnlinePresence #Reviews #Reputation #FinancialAdvisors
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Join the Collective! #financialadvisors #follow #podcast
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Combining traditional methods with modern technology can enhance client outreach. #TraditionalMethods #ModernTechnology
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The Backbone of Financial Advisory Practices At TerraWealth, we believe that financial advisory practices are built by financial advisors. They’re the muscle that makes it all happen, while the back office provides the support. It’s important to recognize the crucial role advisors play. That’s why we’ve built our compensation model to reflect this, ensuring that advisors receive the credit they deserve for their contributions. #FinancialAdvisors #CompensationModel #TerraWealth #Recognition #Teamwork
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Adapting to industry trends is crucial for success in financial advisory. Stay ahead! #IndustryTrends #FinancialAdvisory
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People Over Profits: The No-Drama Policy It's not worth working with people who bring too much drama. Prioritizing people over profits is key to building a positive culture. I'm proud to say we don't have any difficult personalities in our team. We might have our differences, but it's more like a family dynamic, where we support and challenge each other to grow. ?? It's all about working through challenges together. #PeopleOverProfits #TeamCulture #PositiveWorkplace #Collaboration