Are you struggling to bring in new clients or even prospects? The answer to all your woes is marketing! But do you know how to market effectively and efficiently to get noticed by your ideal client?
Today, Matt speaks with Kurt Ohlson, financial services professional, coach, and consultant about what advisors are not taking advantage of and what they could and should be doing to build their book of business. They also discuss the importance of insurance and whether or not you need a broker-dealer anymore.
In this episode, you will learn:
- - Why it is essential to own your webpage
- - How to get your name to the top of that google search
- - What is commonality and how to use it to your advantage
- - How to leave the broker-dealer world and become your own RA
- - And more!
Listen in and take control of your business and be the one to make things happen!