Elementality for Financial Advisors | Elements Financial Vitals System™ Attracting the Ideal Client with Emlen Miles-Mattingly
Jul 25, 2023
Guest Emlen Miles-Mattingly talks about attracting the ideal client and includes topics such as transitioning audiences, Onyx and BLX platforms, challenges in audience building, attracting different types of clients, and creating positive change in the financial planning industry.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Motorcycles, Financial Advisory, and Transitioning Audiences
01:50 • 17min
Discussion on Onyx and BLX Platforms
19:16 • 4min
Challenges of Audience Building in Marketing for Financial Advisors
23:05 • 11min
Attracting Different Types of Clients
34:02 • 12min
Creating Positive Change and Embracing Diversity in the Financial Planning Industry
46:21 • 2min
Helping Prospects See the Value
48:44 • 2min