How Andy Used a FB Group To Grow His Ideal Firm From 0 to Full Capacity in 2 Years

  Рет қаралды 7,783

Streamline My Practice: For Financial Advisors

Streamline My Practice: For Financial Advisors

Күн бұрын

Пікірлер: 29
@Roger-il8iw
@Roger-il8iw Жыл бұрын
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
@davezoller Жыл бұрын
Glad it was helpful! And thank you !
@SkeenCharles
@SkeenCharles 6 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.
@davezoller
@davezoller 5 ай бұрын
Will do! Thank you.
@RichyFourVideos
@RichyFourVideos 6 ай бұрын
This is valuable. Please do more like this.
@cobinsoelberg6990
@cobinsoelberg6990 2 жыл бұрын
This was fantastic. It was helpful to see Andy’s vision and his consistency.
@RebeccawalkswithChrist12
@RebeccawalkswithChrist12 6 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!!
@danielhackett1581
@danielhackett1581 4 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.martin
@jonny.martin 2 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.
@davezoller
@davezoller 2 жыл бұрын
Thanks, Jonny! I have a few friends in mind who can offer some great insights.
@jonny.martin
@jonny.martin 2 жыл бұрын
@@davezoller - Awesome! What's the best way to connect?
@terrykeith5508
@terrykeith5508 2 жыл бұрын
I am learning a lot from your content. I am learning more here that from classes and CE trainings. Thanks
@davezoller
@davezoller 2 жыл бұрын
You made my day, Terry! Thank you !
@stevendominguez5517
@stevendominguez5517 Жыл бұрын
Love this content!
@TedErhartCFP
@TedErhartCFP 2 жыл бұрын
This was great. Thanks for posting Dave!
@davezoller
@davezoller 2 жыл бұрын
Thanks, Ted!
@jacintablackmon6547
@jacintablackmon6547 Жыл бұрын
Very, very helpful. I’m day four in the field. 😊
@davezoller
@davezoller Жыл бұрын
Glad it was helpful! Good luck!
@saltyspitoongang
@saltyspitoongang 10 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?
@davezoller
@davezoller 10 ай бұрын
There are some services that archive videos automatically. For KZbin, they are all pre-approved by compliance.
@MonteChristoCapitalLLC
@MonteChristoCapitalLLC 6 ай бұрын
Golden.
@carlettagoodrich-mann1377
@carlettagoodrich-mann1377 10 ай бұрын
I enjoyed this video. useful data
@davezoller
@davezoller 10 ай бұрын
Glad it was helpful!
@collinlyon3989
@collinlyon3989 Жыл бұрын
I like the interviews!
@davezoller
@davezoller Жыл бұрын
Thanks for letting me know!
@millrgenuine
@millrgenuine 2 жыл бұрын
Great video. Thanks for posting. Are you using a teleprompter to maintain eye contact on webcalls?
@davezoller
@davezoller 2 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.
@dylonmackriel1756
@dylonmackriel1756 Жыл бұрын
Like these chats with other advisers
@davezoller
@davezoller Жыл бұрын
Thank you!
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