Simple, but great step by step explaining from the guest. I’m hiring on as a new advisor, after changing careers. I recently found your channel, and it’s some of the best advisor content out there.
@davezoller Жыл бұрын
Glad it was helpful! And thank you !
@SkeenCharles6 ай бұрын
Valuable, yes. Planning to be a financial advisor for past few weeks, and you are the first - possibly only - Financial advisor KZbin channel I have joined. Please continue.
@davezoller5 ай бұрын
Will do! Thank you.
@RichyFourVideos6 ай бұрын
This is valuable. Please do more like this.
@cobinsoelberg69902 жыл бұрын
This was fantastic. It was helpful to see Andy’s vision and his consistency.
@RebeccawalkswithChrist126 ай бұрын
50 is max capacity???? I thought 100 was taking it easy. How much do you roughly get per year per client? I feel like 50 would be wayy to low. Thank you so much for the content btw! This is gold!!
@danielhackett15814 ай бұрын
Very experienced guy I used to work for used to say 80 (that's singles and couple ie couple counts as 1). I have 55 atm in total (not counting couples as 1) for total client groups of prob 35. Judging by my workload atm I'd say the 80 client groups my old boss used to say is about right.
@jonny.martin2 жыл бұрын
Yes! - I want to see more on how people have successfully gotten to capacity. I'm still working to get there with my own Financial Coaching practice.
@davezoller2 жыл бұрын
Thanks, Jonny! I have a few friends in mind who can offer some great insights.
@jonny.martin2 жыл бұрын
@@davezoller - Awesome! What's the best way to connect?
@terrykeith55082 жыл бұрын
I am learning a lot from your content. I am learning more here that from classes and CE trainings. Thanks
@davezoller2 жыл бұрын
You made my day, Terry! Thank you !
@stevendominguez5517 Жыл бұрын
Love this content!
@TedErhartCFP2 жыл бұрын
This was great. Thanks for posting Dave!
@davezoller2 жыл бұрын
Thanks, Ted!
@jacintablackmon6547 Жыл бұрын
Very, very helpful. I’m day four in the field. 😊
@davezoller Жыл бұрын
Glad it was helpful! Good luck!
@saltyspitoongang10 ай бұрын
Amazing ideas! What about compliance when posting or recording videos? How would you navigate an effective growth campaign if you had to consistently get approval for posting thought leadership or education information?
@davezoller10 ай бұрын
There are some services that archive videos automatically. For KZbin, they are all pre-approved by compliance.
@MonteChristoCapitalLLC6 ай бұрын
Golden.
@carlettagoodrich-mann137710 ай бұрын
I enjoyed this video. useful data
@davezoller10 ай бұрын
Glad it was helpful!
@collinlyon3989 Жыл бұрын
I like the interviews!
@davezoller Жыл бұрын
Thanks for letting me know!
@millrgenuine2 жыл бұрын
Great video. Thanks for posting. Are you using a teleprompter to maintain eye contact on webcalls?
@davezoller2 жыл бұрын
Thanks, Chris. In this video I’m just using my webcam on the mac. Andy was looking into his camera directly. I usually use a teleprompter for my other videos.