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 188 - Building a Valuable Advisory Board With Stephen Wershing
Episode 187 - Client Insights With Julie Littlechild
Episode 186 - Building External Relationships and Growing your Business - With Matt McGowan
Episode 185— 14 Rules of Advisor Marketing Success
Episode 184 - A Guide to Success and Enjoyment for Investment Advisors — With Bob DiMeo
Episode 183 — Enhancing Your Business With the Psychology Behind People — with Genevieve Thayer
Episode 182 — How to Secure Solid Introductions — Referrals Mini-Series Part 3
Episode 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2
Episode 180 — How to get Referrals Without Asking — Referrals Mini-Series Part 1
Episode 179 — The Power of Podcast Marketing — with Ben Jones
Episode 178 - Show Your Clients How to RetireReady — With Ed Dressel
Episode 177 - 7 Steps for Strategic Risk-Taking — with Craig Hersch
Episode 176 - Uncork Your Productivity: Part 2 — With Patty Kreamer and Michelle Donovan
Episode 175 - Uncork Your Productivity: Part 1 — With Patty Kreamer and Michelle Donovan
Episode 174 - Start Creating Documented and Repeatable Systems — With Dean Soto
Episode 173 - Cracking the Code to Customer Devotion — With Shawn Moon
Episode 172 - Make Your Brand Powerful and Consistent Across Locations — With Austin Schmitt and Elijah Kovar
Episode 171 - Start Interrupting Your Patterns — With Jon Dwoskin
Episode 170 - #BeYourOwnLoud
Episode 169 - Breaking Money Silence® with Kathleen Burns Kingsbury
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