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Episode #62 The Fastest Way to Win (and Keep) Ideal Clients with Jay Baer, CSP, CPAE

Top Advisor Podcast

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Journey of a Tequila Influencer

Jay Baer shares his transition from podcasting to becoming a successful tequila influencer, discussing his passion for agave spirits and the significant following he has gained. The chapter also explores the differences between bourbon and tequila, the rise of tequila's popularity, and the gift of an expensive bottle of Pappy bourbon. Furthermore, the conversation touches on the impact of AI in the financial advisory industry, highlighting concerns and benefits of incorporating technology in client services.

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