

Ep 376: Accelerating Growth To 30 Clients/Month With Affordable Advice(-Only) Services Where Clients Can Keep Control with Eric Simonson
29 snips Mar 12, 2024
Discover how Abundo Wealth revolutionized financial planning, empowering clients to take control while generating 30 new clients monthly. Eric shares strategies for workload balance, fee structure evolution, and client expectations. Explore the pivotal role of referrals, social media marketing, and the firm's commitment to vision. Learn about empowering clients through technology tools, team scalability, client retention rates, price adjustments, and growth strategies in the financial advisory business.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 3min
Empowering Clients Through Technology Tools and Tutorials
02:57 • 23min
Empowering Team Members' Hidden Talents in a Non-Tech-Oriented Firm
25:35 • 2min
Empowering Clients for Independent Investment Management
27:36 • 4min
Client Retention and Financial Advisory Rates
32:03 • 4min
Navigating Price Adjustments and Business Growth in Financial Advisory
35:37 • 10min
Optimizing Financial Planning Services for Client Needs
46:01 • 12min
Client Capacity and Growth Strategies in Financial Advisory Business
58:17 • 18min
Navigating Compensations and Growth in Financial Advisory Business
01:16:05 • 12min
Emphasizing the Value of Social Media, Particularly YouTube, for Advisors
01:27:55 • 2min
Navigating the Path of Success in Financial Advisory
01:29:38 • 3min