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 128 - Four Steps to Marketing in 2019
12 Days of Marketing - Morning Magic
12 Days of Marketing - Daily Focus
12 Days of Marketing - Quarterly Game Plan
12 Days of Marketing - Marketing, Branding & Business Development
12 Days of Marketing - Goal Setting
12 Days of Marketing - Mindset it the Game
12 Days of Marketing - 5 Year Vision
12 Days of Marketing - Business Life Integration
12 Days of Marketing - Evaluate and Benchmark
12 days of Marketing - Plan To Do The Plan
12 Days of Marketing - Why Advisors Fail
12 Days of Marketing - Why Do a Plan?
Ep 127 - Getting Holiday Social with Kaley Lewis
Ep 126 - Being a Category of One with Joe Calloway
Ep 125 - Hosting a Successful Seminar with Mike Thurman
Ep 124 - The Value of Tech Integration with Kristen Schmidt
Ep 123 - Power of the Purse with Lynn Evans
Ep 122 - The Money Personalities with Scott and Bethany Palmer
Ep 121 - How to Merge Your Firms with Jen Goldman
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