The Human Side of Financial Advisory

In this conversation, Jamie Shilanski breaks down the advisor journey into three pivotal stages: growth, freedom, and enterprise, offering invaluable insights for advisors at every level.

Jamie emphasizes that the foundation of a thriving practice lies in the growth stage, where effective communication and strategic marketing take center stage. Financial advisors looking to supercharge their client acquisition must laser-focus on defining a crystal-clear target audience, becoming the go-to expert in a specific niche, and crafting compelling marketing messages that resonate with potential clients.

- How to Grow Your Practice

Resources in today's episode:

- Niche Slapped