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
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Mini-Series: How to Use Your Video as a Marketing Tool –– With Laura Garfield And Sharon Gottula of Idea Decanter - Part 3
Mini-Series: What to Do Before You Shoot Your Video –– With Laura Garfield and Sharon Gottula of Idea Decanter - Part 2
Mini-Series: How to Make Your Videos Way More Authentic –– With Laura Garfield And Sharon Gottula of Idea Decanter - Part 1
Episode 243 – How to Make Your Advisor Website Accessible –– With Natalie Hadley
Episode 242 – PR Hacks for Every Financial Advisor –– With Marie Swift
Episode 241 – How to Go From Bad to Good to Great Marketing
Episode 240 – What Will Your Comeback Story Be? –– With Bob DiMeo
Episode 239 – Easy Ways to Increase Traffic to Your Advisor Website –– With Nitesh Verma
Episode 238 – 5 Reasons Your Lead Generation Isn’t Effective and How to Improve It
Episode 237 – Start Making Connection Calls With Your Clients Now –– With Brad Johnson
Episode 236 – How Advisors Can Benefit From Leadership Development –– With Peter Montoya
Episode 235 – Overcome Your Self-Limiting Beliefs and Win! –– With JM Ryerson
Episode 234 –Stop Viewing Compliance as Your Business-Prevention Department –– With Leila Shaver
Episode 233 - Beware of “10X” and “We Fill Your Pipeline” Claims
Episode 232 – How to Hire the Right People for Your Firm –– With Duane Roberts
Episode 231 – Transparency Wave -- With Paul Pagnato
Episode 230 – Sales Techniques and Triggers With Jason Smith
Episode 229 - Marketing to The Forgotten Generation
Episode 228: Building Your Business to Run Without You - With Erin Botsford
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