The pandemic and economic crisis has turned the world upside down for everyone, including advisors, clients, and people looking to connect with a financial advisor.
But that’s no reason to feel constrained, boxed in, or overwhelmed. The global epidemic actually presents new opportunities for the advisory business. Indeed, some advisors have taken full advantage of the crisis and are having record years.
You just have to be open to thinking differently about your value proposition, embracing innovation and pursuing new opportunities.
Join us in the webinar as we examine how the financial advisory business has changed and propose a solution for 2021 that will smartly grow your business, your brand, and your new client list. Topics include:
Chris Holman, a Horsesmouth Executive Coach, leads the coaching groups. Chris began his career with EF Hutton, has 38 years experience in financial services and counts more than 2,500 advisors and advisory teams as his clients. He is a credentialed member of the International Coach Federation and specializes in guiding advisors to create their own success and greatness.
Sean M. Bailey is the Editor In Chief of Horsesmouth. Over the last 20 years, Sean has interviewed hundreds of advisors about “what’s working” in their efforts to grow their businesses. The Financial Educator Marketing Workshop grew out of those conversations and the realization that advisors need help turning their technical knowledge about helping clients into a marketing approach that will help them help more people and grow their businesses.