9min chapter

Financial Advisor Success cover image

Ep 409: Adding 1,400 New Clients in a Year as an Extension of Doing (Profitable) Student Loan Consulting at Scale with Travis Hornsby

Financial Advisor Success

CHAPTER

Onboarding Advisors for Student Loan Consults

This chapter examines the onboarding process for new financial advisors specializing in student loan planning, emphasizing the need for quality control and effective training methods. It discusses strategies for expanding clientele while ensuring advisors deliver high-value services without risking burnout. The chapter also covers pricing tactics and the significance of building a strong reputation to justify fees and maintain a sustainable business model.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode