What if you could start 2025 with a game-changing process to transform client profitability? Let’s break it down together on episode 29 of the Elephant in the Room! The Good, The Bad, and the Ugly: Managing Clients to Your Profitability Needs ?? Nov 26 ?? 2PM ET Join hosts Alex Farling and Kyle Christensen as they dive into practical steps to take control of your bottom line and steer your MSP towards financial freedom. What’s the secret process they’ll share? Let’s just say it’s one that puts YOU in the driver’s seat of your business destiny. Don’t miss out! Mark this on your calendars now ?? https://hubs.la/Q02YfD_j0
Empath的动态
最相关的动态
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?? Unlocking big rewards without ruining your credit score? Yes, it's possible! ??? ?? In our latest episode, DeAndre shares his journey of opening four business credit cards in six months, all while maintaining an impressive credit score of 820. ?? Tune in to learn how responsible financial management can help you maximize rewards and keep your credit intact.????? ? https://lnkd.in/eC2niRvY
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"54% of client trust comes from emotional engagement, not just expertise or etiquette." - Julie Johnson ?? Discover why making clients feel safe is the game changer in finance. Watch our latest #MoneyMindset episode on YouTube. #FinancialPlanning #TrustBuilding
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How long do you plan to live? It's actually an important question when it comes to financial planning! In this week’s episode of Dollars & Sense, Marc & Christian discuss what proper estate planning can entail for individuals and families, different types of power of attorney, plus the importance of knowing how your different accounts are registered and how your estate plan works when you’ll need it. Don’t miss out on this important episode: https://bit.ly/4ehfIR8
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?? Don't Miss Our Follow-Up Friday Episode! This week, we're diving deep into the insightful conversations with our special guest, David Gow, and key learnings from Jamie about Surge scheduling. Here are the key takeaways: - Financial advisors are pivotal in clients' lives. - Trust is the cornerstone of advisor-client relationships. - Surge scheduling is the secret to maximizing client meetings but it requires careful planning and setting boundaries. - Prioritizing recovery and self-care is crucial. Tune in: https://zurl.co/4C4u #FinancialAdvisor #SurgeScheduling
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In this insightful episode, guest Jeff Panik, CFP?, MSFS, CRPS of Balance Wealth Partners and host Laurence Whittam explore the vital role financial advisors play in creating meaningful, long-term relationships with clients, especially CPAs aiming to be trusted advisors. https://lnkd.in/gzpMEyaw ? In this episode, you will be able to: ? Understand the importance of building "stickiness" with clients for long-term engagement. ? Discover actionable strategies to enhance client relationships and establish trust. ? Learn how to involve family members or business partners in planning for seamless client transitions. ? Gain insights into effective communication between CPAs and financial advisors for better client outcomes. ? Hear about best practices in hosting family meetings to secure intergenerational connections. ? For more information or to reach out, contact Jeff Panik, CFP?, MSFS, CRPS via his website at https://lnkd.in/gku7zRgu
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Empowering financial advisors, financial planners, and RIAs to develop highly profitable, purpose-driven, and client-centric businesses. Executive Coach | Author | Podcaster | Speaker
Great video tip from John Stadtmueller of Good Advisors Finish First on the importance of authenticity in client meetings. In this clip from the latest episode of #ThePurposeFocusedAdvisor, John explains the importance of self-confidence and authenticity in client meetings. Advisors should trust their expertise to recommend the best option for clients based on deep understanding. Authenticity and honesty are key to building strong client relationships and achieving better outcomes. Discover how putting yourself in your client's shoes can lead to more personalized and effective financial advice. Link to full episode in first comment below. #authenticity #financialplanners #financialadvisors #clientscomefirst
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Are you feeling overwhelmed by figuring out how to effectively use video in your financial advising practice? Laura Garfield from Idea Decanter has the answers in the latest episode of The Breakthrough Advisor?! Laura dives into real-life examples, like transforming a simple personal update into a memorable client connection. So, tune in today and learn why shorter attention spans demand shorter videos – and how this can work to your advantage: https://bit.ly/4fDm26D #TheBreakthroughAdvisor? #FinancialServices #ClientEngagement #VideoStrategy #MarketingTips
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?? On Our Way to Financial Clarity - In this update episode, we get real about the hurdles and victories in managing finances and planning for the future. Santiago and Honey share their next-quarter goals, from setting up a family password manager to decluttering life. Curious about their journey and tips? Click to listen! ???? https://lnkd.in/gUwumiw4
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In our most recent Profit Tool Belt episode, we discussed about Money Management for Wealthy Contractors with Taunya Woods Richardson. Get ahead with essential tips and strategies. Watch full episode here: https://lnkd.in/g2pqmKJq
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Need help communicating complex financial topics like Roth conversions to your clients? In this throwback episode, Matthew and Micah share tips on effective communication methods. Instead of overwhelming your clients with information, learn how to communicate succinctly and purposefully to ensure they make informed decisions. Tune in: https://zurl.co/QxJ6 #ClientCommunication #RothConversions #FinancialAdvisors
