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Player FM - Application Podcast
Mettez-vous hors ligne avec l'application Player FM !
Mettez-vous hors ligne avec l'application Player FM !
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Why Don't You Have Enough Assets Under Management?
Manage episode 339884706 series 2582632
Contenu fourni par Dan Cuprill and CFP. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Dan Cuprill and CFP ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
We were talking with an advisor who's in our program recently and the topic of assets under management came up because he felt stuck on a rather modest number.
So it got us thinking about this issue and what keeps an advisor from the growth that they want to see. It's not your marketing that's driving whether you have a lot of AUM or annuity sales. It's you who drives and we'll explain why that is on the show.
Here's some of what you'll learn on this episode:
- Why you get what your business is set up to get. (2:06)
- Your client doesn't care about products. They want solutions. (2:58)
- An example of an advisor who shifted to stocks and bonds over annuities and insurance. (3:45)
- Why YOU drive your business, not your customer or marketing. (6:19)
- Making the transition in your business to improve lifestyle. (8:37)
Schedule a meeting with Dan: http://bookachatwithdan.com
Read more and get additional financial resources here: http://renegadeadvisor.net
63 episodes
Partager
Manage episode 339884706 series 2582632
Contenu fourni par Dan Cuprill and CFP. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Dan Cuprill and CFP ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
We were talking with an advisor who's in our program recently and the topic of assets under management came up because he felt stuck on a rather modest number.
So it got us thinking about this issue and what keeps an advisor from the growth that they want to see. It's not your marketing that's driving whether you have a lot of AUM or annuity sales. It's you who drives and we'll explain why that is on the show.
Here's some of what you'll learn on this episode:
- Why you get what your business is set up to get. (2:06)
- Your client doesn't care about products. They want solutions. (2:58)
- An example of an advisor who shifted to stocks and bonds over annuities and insurance. (3:45)
- Why YOU drive your business, not your customer or marketing. (6:19)
- Making the transition in your business to improve lifestyle. (8:37)
Schedule a meeting with Dan: http://bookachatwithdan.com
Read more and get additional financial resources here: http://renegadeadvisor.net
63 episodes
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Similaire à The Profitable Advisor Podcast
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
Welcome to the Disruptors Podcast. This podcast features the most disruptive individuals on the planet no matter what niche or industry they are in, if you want thought provoking conversation with some of the most successful & controversial people alive then the disruptors podcast is a must listen to. Your host Rob Moore is a best selling author, holds 3 world records for public speaking, entrepreneur, property investor, and property educator. Author of the global bestsellers “Life Leverage” ...
…
continue reading
From New York Times best-selling author Rachel Hollis comes the ultimate podcast for anyone looking for more joy and purpose in their lives. Featuring candid interviews with top performers in business, media, and lifestyle, as well as deep dives into topics like health and motivation, The Rachel Hollis Podcast has everything you need to level up your life! New episodes premiere every Tuesday and Thursday.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
continue reading
Paisa Vaisa is India's leading podcast on personal finance with 1m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!
…
continue reading
The Self-Employed Life Podcast (formerly Creative Warriors) provides business and personal development strategies for self-employed business owners that create sustainable success. A community of self-employed and small business owners, entrepreneurs, innovators and ambitious individuals that need creative solutions in business. Being self-employed and a business Warrior is a mindset, a spirit and a challenge. We need a different way of doing business. This is business with a soul. We discus ...
…
continue reading
How do I start an online business? How do I build a brand online? How do I get traffic and attention to my online business? The biggest question is, can I start a business online and replace my current JOB? Welcome to The Rock Your Brand podcast show where we answer ALL of these questions and a ton MORE! Scott Voelker, the host will share with you everything you need to know and help you to build a Future Proof Business that will allow you the ultimate Freedom. Scott shares tips and strategi ...
…
continue reading
Player FM - Application Podcast
Mettez-vous hors ligne avec l'application Player FM !
Mettez-vous hors ligne avec l'application Player FM !
