Financial Advisors,
I’m Summarizing Values-Based Financial Planning by Bill Bachrach in under 60 seconds. #shorts
If you’d like me to go into more details and top takeaways, leave a comment below.
-Dave Zoller, CFP®
________________________
This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.
Some of the things we’ll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life.
Financial Advisors have an important role in removing the burden of finances from their client’s shoulders. And this is the place for them to come and grow as an advisor.
________________________
Don’t miss *Today’s Free Training* at
https://www.streamlinemypractice.com
Subscribe To This Channel
https://bit.ly/StreamlineMyPractice-YouTube
________________________
POPULAR VIDEOS
Advisor’s First Meeting Process. What’s Missing Since Moving to Virtual Meetings with New Clients.
This post may include affiliate links and I may earn a small commission when you click on the links at no additional cost to you.
Music
Pluck it Up-Dan Henig