The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

062: Systematizing Your Planning Process & "How Story" on Get Advisor Fit w/ Olivia Luper

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

How Do You Make Your Process More Unique?

When you have a named process, like we follow ar i don't know, ascension five step financial planning process, or whatever. People get excited about that. More people will come to you when they understand how you solve their problems. 86 % of people have been convinced to buy a service by watching a brands video. So 96 people want to watch it, 86 percent are then convinced to buy. 73% of consumers said they prefer, like, their preferred way o learn about a service is through a video.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app