Player FM uygulamasıyla çevrimdışı Player FM !
How to be a Successful Financial Advisor
Manage episode 329817294 series 2872402
During the show we discuss:
● The secret to growing assets under management to $2B in a short period of time
● How to stand out above other bidders when bidding on a company to buy
● How to get started with acquiring other companies and roll-ups
● How to find financial advising companies you may want to buy
● The skills for entering the world of financial consulting
● The best way to become a successful financial advisor
● Tips and advice you can tell the new financial advisor
● Qualities distinguish a competent financial advisor
● Strategies for gaining a client as a financial advisor
● Characteristics that financial advisors should have
● How to manage companies you acquire from afar
● Role that social media play as a financial advisor
● How to become an effective financial advisor
● Information a financial advisor need to know
● How important culture is to growing quickly
● Financial advisor industry in the near future
● How to communicate with your customers
● Is it difficult to work as a financial advisor?
● Inflation and recessions and your money
Show resources:https://www.freedomstreetpartners.com/
814 bölüm
Manage episode 329817294 series 2872402
During the show we discuss:
● The secret to growing assets under management to $2B in a short period of time
● How to stand out above other bidders when bidding on a company to buy
● How to get started with acquiring other companies and roll-ups
● How to find financial advising companies you may want to buy
● The skills for entering the world of financial consulting
● The best way to become a successful financial advisor
● Tips and advice you can tell the new financial advisor
● Qualities distinguish a competent financial advisor
● Strategies for gaining a client as a financial advisor
● Characteristics that financial advisors should have
● How to manage companies you acquire from afar
● Role that social media play as a financial advisor
● How to become an effective financial advisor
● Information a financial advisor need to know
● How important culture is to growing quickly
● Financial advisor industry in the near future
● How to communicate with your customers
● Is it difficult to work as a financial advisor?
● Inflation and recessions and your money
Show resources:https://www.freedomstreetpartners.com/
814 bölüm
Tüm bölümler
×Player FM'e Hoş Geldiniz!
Player FM şu anda sizin için internetteki yüksek kalitedeki podcast'leri arıyor. En iyi podcast uygulaması ve Android, iPhone ve internet üzerinde çalışıyor. Aboneliklerinizi cihazlar arasında eş zamanlamak için üye olun.