NEW!

Breaking Down the Virtual Closing Process with Lynn Stokes

In this episode, we had the pleasure of sitting down with Lynn Stokes, a financial advisor who has finely-tuned his process for virtual closing. For advisors seeking to refine their online client acquisition and retention strategies, this episode will provide advice and real-world experience.

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Successful Systems & Processes for Growth with Michael Mezheritskiy

From the importance of consistent marketing to the power of tax-centric planning, Michael discusses the pivotal decisions and tools that propelled his firm to new heights. Whether you're a solo practitioner or part of a larger firm, this episode is packed with valuable takeaways for any financial advisor looking to scale their business.

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Marketing That's Working Right Now

December can be a challenging month for financial advisors, with fewer appointments and a surge in cancellations. However, keeping your pipeline brimming for the new year is pivotal. That’s why we want to drill down on two marketing strategies that are working right now and that’s webinars and seminars.