Many financial advisors have a vision. A vision for their business, a vision for their growth, and a vision for their team. To achieve any of these visions, you have to set goals. But are you using vision to its fullest potential with your client base?
Our host, Matt Halloran, welcomes CFP® and vision expert Karen Coyne to our latest episode to discuss how vision can be a year-round discussion with your clients. With her unique approach to focusing on vision, Karen doesn't center her financial business model around drawing in more clients, but on delivering high-quality service.
Understanding what drives your clients and their vision for today, tomorrow, and ten years can help you build a stronger and more referable practice. Listen in today and start developing your own sustainable vision!
Links: Karen Coyne LinkedIn
Episode 284 – Top 5 Reasons To Outsource (Even if You’re a Self-Described Control Freak)
Episode 283 – How To Leverage the Power of Outsourcing Through a Network of Referral Partners –– With Brad Wales
Episode 282 – Why Posting on Every Social Media Platform Imaginable Doesn’t Create Influence –– With Mohit Rajhans
Episode 281 – What It Actually Takes To Get Leads: 5 Forgotten Marketing Rules
Episode 280 – How This Advisor Gets 10,000 Listens Every Month by Podcasting About Life (Not Money!) –– With Jimmy Williams
Episode 279 – 3 Popular Myths That Stop Advisors From Starting a Podcast
Episode 278 – How To Use Multiple Forms of Media To Become a Subject Matter Authority –– With Jason Pereira
Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson
Episode 276 - How to Make Extremely Accurate Documentation Ridiculously Easy –– With Maree Moscati
Episode 275 - Here’s What It’s Like To Podcast With Us! –– With Lauren Bus
Episode 274 - Why Innovation Is More Essential Than Ever for Today’s Advisors –– With Bill Hortz
Episode 273 - How to Attract Ideal Prospects by Being Yourself –– With Matthew Jarvis
Episode 272- How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success
Episode 271 - Secrets To Writing Click-Worthy Social Media Posts for Your Niche –– With Jeff Woodhouse
Episode 270 - How To Build Influence That Gets Prospects To “Yes” Faster During a Virtual Sales Process –– With Patrick Brewer
Episode 269 - 16 Social Media Etiquette Rules for Financial Advisors
Episode 268 - The Most Successful 401(k) Advisors Niche Out: Here’s How! –– With Jake Rushton
Episode 267 – Ways To Get Women Highly Involved in Retirement Planning –– With Marcia Mantell
Episode 266 – How To Help Professionally Successful Women Survive a Divorce –– With Allison Jeffereys
Episode 265 – How To Stop Being Involved in Every Aspect of Your Business
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