Financial Advisors, Use these timestamps to skip around.

00:00 Intro
01:00 The Difference Between Successful Advisors & Those Who Struggle
04:54 The First Big Roadblock Advisors Need to Breakthrough - Who to Hire First
07:49 Where to Spend Most of Our Time
10:23 The 3 Types of Advisors. Which one are you?
11:00 What your first hire should do.
16:58 The # 1 missing role in FA firms.
17:58 Advice for Scaling your Advisory Firm
23:40 Culture & Vision
26:14 Turning from Financial Advisor into Business Owner
28:36 What if you DON'T want to be the business owner?
29:39 The 4 Phases of Scale
31:39 Bringing in over $200M each year
34:54 Brad's advice for work life balance. Avoiding burnout.

CONNECT WITH BRAD
🌐 Website: https://bradleyjohnson.com/
🐦 Twitter:   / dbdlpodcast  
📸 Instagram:   / dbdlpodcast  
💼 LinkedIn:   / dbd.  .
🗣️ Facebook:   / dbdlpodcast  

🔥 JOIN THOUSANDS OF ADVISORS AND GROW YOUR BUSINESS FASTER
plus get video access not available anywhere else.
https://www.streamlinemypractice.com/...

💚 How Advisors ATTRACT Clients WITHOUT Prospecting or Sales 💚https://www.streamlinemypractice.com/...

✅ The Secrets to Increasing Your Value In the First Meeting
Join the waitlist here.
https://www.streamlinemypractice.com/...


🐤 CONNECT WITH ME🐤
Twitter -   / davezoller_  
LinkedIn -   / davezoller  
Instagram -   / streamlinemypractice  
________________________

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. We'll also be looking at the typical day in the life of a financial advisor. Some other great financial adviser youtube channels are Michael Kitces, Carl Richards at The Society of Advice, Samantha Russell Twenty Over Ten -Marketing For Financial Advisors, Jumpstart YOUniversity with Dominique Henderson, and The Compound with Josh Brown and Michael Batnick.

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.
_______________________
POPULAR VIDEOS
Advisor's First Meeting Process. What's Missing Since Moving to Virtual Meetings with New Clients.
   • Advisor's First Meeting Process. What...  

THE BEST FIRST MEETING QUESTIONS
   • Advisors, Start Your Meetings With Th...  

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
Need You Back - Milva

#financialadvisortips #streamlinemypractice #dbdl