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@TedErhartCFP2 жыл бұрын
Dave, I continue to enjoy your interviews with other advisors and hearing about how they're finding success!
@davezoller2 жыл бұрын
Thanks, Ted! I'm glad you've been liking them because I've been enjoying the convos as well.
@alexkhassa Жыл бұрын
Great success story! Getting clients with facebook ads and sales funnels is one of the best ways to get new clients in 2023.
@christiananderson6412 ай бұрын
have you personally done this
@GriffithCapitalGroup3 ай бұрын
This helps, Dave. I’m launching soon and am at a big fat $ZERO FB ads will be my start! 😘
@TeacePeace146 ай бұрын
You know he’s an advisor when he is wrapping up an email at the start of the meeting😂
@davezoller5 ай бұрын
lol.
@carlettagoodrich-mann13778 ай бұрын
Loved your presentation . I would like to work with your firm.
@jedwards712 Жыл бұрын
Did he need to get a finra letter to discuss specific strategies and products? How much does that add to the cost? and I wonder what other compliance issues might need to be dealt with on the campaign
@ChaceBonanno3 ай бұрын
Good question
@elisabeth1219 Жыл бұрын
Hi Dave, Is it true that there is shortage in financial/investment advisor roles in the USA right now?
@millrgenuine2 жыл бұрын
Thanks Dave, great video. Does Ron discuss which marketing firm he used in future videos?
@davezoller2 жыл бұрын
Yes! Mark Ford at Castor Abbot. Mention Ron if you reach out to them.
@Elreydesaus Жыл бұрын
Who is your social media marketing company.
@davezoller Жыл бұрын
I don't use a social media marketing company but I believe Ron uses Castor Abbott. Here's an interview with the CEO of that company, Mark Ford. kzbin.info/www/bejne/f3nNZWqdpbdogdU
@tylerluedke70172 жыл бұрын
Dave- just curious, what’s your motive in all these videos geared towards advisors? Do you have a coaching platform? Don’t tell me it’s purely goodwill.
@davezoller2 жыл бұрын
Great question! I started doing this because it combines a lot of things I enjoy. 1) talking to advisors who continually want to improve 2)helping me engrain what i'm learning to grow our own advisory firm 3)being creative using video. Eventually I could see this turning into a real business focused on helping advisors continually get better. We realized a while ago that there's no sense in being competitive or not sharing what's working with other advisors. Especially those who care about their clients and put them first.