This series focuses on how you improve your performance by implementing a consultative buying experience for your clients and prospects.  Whether you are trying to acquire new clients more effectively, transform brokerage relationships to advisory, or taking over house accounts and need to find a good way to bring more value to the clients; this process will work for you!  

During this series we reference a 10-week course that dives deeper into the topic and helps advisors build the skills necessary for success.  To learn more information and enroll visit our website at https://advisorgrowthsolutions.com/clientacquisition/ 

This series focuses on how you improve your performance by implementing a consultative buying experience for your clients and prospects.  Whether you are trying to acquire new clients more effectively, transform brokerage relationships to advisory, or taking over house accounts and need to find a good way to bring more value to the clients; this process will work for you!  

During this series we reference a 10-week course that dives deeper into the topic and helps advisors build the skills necessary for success.  To learn more information and enroll visit our website at https://advisorgrowthsolutions.com/clientacquisition/ 

This series focuses on how you improve your performance by implementing a consultative buying experience for your clients and prospects.  Whether you are trying to acquire new clients more effectively, transform brokerage relationships to advisory, or taking over house accounts and need to find a good way to bring more value to the clients; this process will work for you!  

During this series we reference a 10-week course that dives deeper into the topic and helps advisors build the skills necessary for success.  To learn more information and enroll visit our website at https://advisorgrowthsolutions.com/clientacquisition/ 

This series focuses on how you improve your performance by implementing a consultative buying experience for your clients and prospects.  Whether you are trying to acquire new clients more effectively, transform brokerage relationships to advisory, or taking over house accounts and need to find a good way to bring more value to the clients; this process will work for you!  

During this series we reference a 10-week course that dives deeper into the topic and helps advisors build the skills necessary for success.  To learn more information and enroll visit our website at https://advisorgrowthsolutions.com/clientacquisition/ 

This series focuses on how you improve your performance by implementing a consultative buying experience for your clients and prospects.  Whether you are trying to acquire new clients more effectively, transform brokerage relationships to advisory, or taking over house accounts and need to find a good way to bring more value to the clients; this process will work for you!  

During this series we reference a 10-week course that dives deeper into the topic and helps advisors build the skills necessary for success.  To learn more information and enroll visit our website at https://advisorgrowthsolutions.com/clientacquisition/ 

In this episode we discuss the importance of having a process, the impacts it has, and how it can be used for growth.

This episode is an interview with advisor Dave Purdy from Forest Lake, MN.  Our conversation covers his journey through the industry and a few great insights on what has helped him double his practice in just a few years.  Enjoy!

This week's episode we interview experienced advisor and Instructor of the CFP curriculum at University of California, Irvine Avi Pai.  Hear his story and insights now the career of a Financial Advisor.