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15min chapter
Ep 359: Building A Financial Planning Assessment To Show Clients Progress And Value Over Time With Eric Miller
Financial Advisor Success
Maximizing Revenue Potential Through Workshops and Client Relationships
The chapter explores strategies for consultants to monetize their client base through workshops, emphasizing the value of personalized follow-ups and financial assessments. It discusses the shift towards diversifying client acquisition methods, including road shows and digital marketing, to overcome challenges with referrals. The importance of regular communication and touch points with clients, as well as the investment and strategies involved in obtaining speaking opportunities, are also highlighted.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode