In this episode, I sit down with my friend and fellow advisor, Mark Cecchini, to talk about what it takes to build a modern advisory career. We have similar practices today, but got here in completely different ways, so we walk through both paths and what we would do if we were starting over. Some highlights:
- Understanding your role as an advisor (whether as a lead advisor or a background planner)
- Finding your niche and how it can impact your business
- Strategies for building a personal brand & leveraging social media to attract clients
- The challenges of client relationships and the importance of knowing when to part ways
- Developing a successful client onboarding process
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✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
✅ My personal blog & newsletter: https://www.thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
