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A 3-Minute Trailer
2018-12-18 • 5 minute video

In this episode Chris Jeppesen and I discuss the strategy of utilizing a ‘3-minute trailer’ to highlight your process and showcase your value as an all-encompassing, multi-generational financial planner.

I also invite you to join me and Chris for our 2019 kick off webinar! Click here to register: attendee.gotowebinar.com/register/2776995132108639235

The Advisor of the Future - Adapt and plan to thrive while others struggle to survive

Wednesday, January 16th, 2019 at 4:10 EST

Webinar Details: I invite you to join me and Chris Jeppesen - co-authors of The Advisor Playbook - for a strategic planning webinar where they will pass along actionable, proven strategies that will enable you to:

  • Put more sand in your hour glass through effective time allocation efficiencies
  • Refine your growth and profitability model
  • Create intellectual property and elevate the client experience to drive enterprise value

You've heard the mantra, "The best work on their business not in it. The best get from the day, not through it." If you're looking for the best practices that separate the best from the rest, this webinar is for you. Click here to register: attendee.gotowebinar.com/register/2776995132108639235

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