Being a great advisor requires coaching people toward their financial aspirations. However, many advisors reach a plateau, where focusing on the clients you already have consumes all your capacity.
Bill Whitehead joins the podcast to discuss how to ensure you don’t lose sight of your vision of success. Topics include strategic planning and the benefits of having a coach by your side to help you execute on your plans for the years ahead.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
48 Modern marketing: How one financial advisor’s podcast created surprising results
47 Rise of the quants
46 Complex situations, personalized approaches: Managed accounts
45 Deciphering tax reform: Takeaways for advisors
44 Longer lasting than your gym resolution: Enduring ideas for the New Year
43 Protecting your practice: A cybersecurity roundtable
42 Looking ahead: 2018 Five-Year Outlook
41 Purpose-led productivity: Achieving more with less
40 Evolving your practice: Lessons learned from behind the camera lens
39 What am I paying you for: The evolving pricing models of advice
38 BRIC and mortar: building long-term outcomes with emerging markets
37 Happily never after: Advising clients through a divorce
36 Finding opportunities in 403(b) and other tax-exempt plans: a conversation with OneAmerica’s Kevin Kidwell
35 Goals-based advice for client-based outcomes
34 The advisor’s guide to buying or selling a practice
33 Managing wealth for same-sex couples
32 CRM2 and the rise of fee-based advising in Canada
31 PR to power your practice
30 Boomerang marketing with Tim Reid
29 Tax and policy implications for tax free fixed income
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