-
Summit National Advisors, offers merchant card services for small businesses saving them on fees.
This was an event that we attended in Phoenix, Arizona in July 2022. Meet JC Lukens and Vince Eads, members of the executive team at Summit National Advisors. Their firm provides financial services, business insurance, and simple credit card processing that removes the burden of fees from the small business owner and is legal and compliant in all 50 states.
published: 29 Mar 2023
-
Xi Visits National Political Advisors
President Xi Jinping on Monday afternoon visited national political advisors from the China National Democratic Construction Association and the All-China Federation of Industry and Commerce, who are attending the first session of the 14th National Committee of the Chinese People's Political Consultative Conference.
https://www.cctvplus.com/news/20230306/8314700.shtml#!language=1
Welcome to subscribe us on:
Facebook: https://www.facebook.com/NewsContent.CCTVPLUS
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If you are in demand of this video footage, please contact with our business development team via email: service@cctvplus.com
published: 06 Mar 2023
-
About National Care Advisors
For more information, visit https://www.nationalcareadvisors.com
National Care Advisors was founded in 2008 specifically to serve individuals with special needs challenges. Our firm is a national nurse consulting firm providing life care planning, quality of life assessment, third party benefit analysis as well as case management services to attorneys, financial planners, trustees and their client families in all 50 states.
NCA is owned and managed by nurses. Our management team has over 60 years of nursing, cost analysis and case management experience to assist clients with developmental disability, mental health, eldercare, catastrophic injury and worker’s compensation care management.
Our highly experienced staff of nurse consultants average over 20 years of experience in many fields...
published: 16 Apr 2021
-
National advisors head to border
With 100,000 migrants in Texas, a team of national advisors are headed to the border.
published: 08 Mar 2021
-
Meet National Geographic's Expedition Granted Advisors | National Geographic
Always wanted to explore uncharted territory, forge a new path or show the world something unique? Hear from 6 of our advisors as they open up about curiosity, creativity, technology, and how to build a better future. Learn more at http://ExpeditionGranted.com.
➡ Subscribe: http://bit.ly/NatGeoSubscribe
About National Geographic:
National Geographic is the world's premium destination for science, exploration, and adventure. Through their world-class scientists, photographers, journalists, and filmmakers, Nat Geo gets you closer to the stories that matter and past the edge of what's possible.
Get More National Geographic:
Official Site: http://bit.ly/NatGeoOfficialSite
Facebook: http://bit.ly/FBNatGeo
Twitter: http://bit.ly/NatGeoTwitter
Instagram: http://bit.ly/NatGeoInsta
Meet National...
published: 10 Jul 2014
-
National Christian Financial Advisors - This sounds familiar
National Christian Financial Advisors, (NCFA) is an Independent Registered Investment Advisor (RIA) Firm, who knows you need unbiased diversified financial support throughout the course of your life - not right before or just in retirement.
We specialize in the distinctive needs of those who work in the academic, medical, research, state and local governments - who earn between $35k - $200k of which, we call these employees the "Mass Affluent". Due to the vast number of individuals concerned about being retirement ready, we have extended our expertise to the "Mass Affluent" in for profit industries.
www.ncfainc.org/
published: 08 Nov 2019
-
This is what kills most financial plans
🔥 Sign up for Azul's Newsletter:
https://www.azulwells.com/
🔥 Follow Azul on Twitter:
https://twitter.com/azul_wells
💲 NEED FINANCIAL ADVICE? 💲
1) Google "fee-only financial adviser" or visit www.NAPFA.org (largest association of fee-only financial advisers). NOT an affiliate link
2) The first question to ask any financial adviser is, "Are you a fiduciary to me 100% of the time". Get the answer in writing
3) Please note that some people call themselves "fee-based". This is NOT the same as fee-only. Fee-only advisers have committed to being fiduciary to you 100% of the time.
4) Personally, I would only hire an adviser who is a fiduciary to me 100% of the time. This is not a suggestion on what you should do. Just sharing my personal preference.
⚠️ Azul's "Scammer" Warning ➡ PLEASE REA...
published: 27 Feb 2024
-
National Tech Advisors
Technology is changing at lightning speed with thousands of new suppliers every year. It’s become nearly impossible for small business owners to make well informed IT decisions.
Choosing the right company is critically important, as the wrong decision could end up costing you millions.
Conveniently located in Orange County, CA, we can help.
We are National Tech Advisors. Experienced IT consultants that help small business owners navigate through the uncharted sea of technology. We help you make the correct IT decisions the first time; saving you valuable time and money.
We have established a wide network of supplier relationships and staff our own solution architects that help guide you with an unbiased analysis of your company’s specific needs. And best of all it is at no cost to ...
published: 14 Jun 2021
-
JIM RICKARDS FULL INTERVIEW ABOUT BONDMARKET PROBLEM ?
James Rickards is the author of the national bestseller, Currency Wars: The Making of the Next Global Crisis and a Partner in JAC Capital Advisors, a hedge fund based in New York. He is a counselor and investment advisor and has held senior positions at Citibank, Long-Term Capital Management and Caxton Associates. In 1998, he was the principal negotiator of the rescue of LTCM sponsored by the Federal Reserve. His clients include institutional investors and government directorates. He has been interviewed in The Wall Street Journal and has appeared on CNBC, Bloomberg, Fox, CNN, BBC and NPR and is an Op-Ed contributor to the Financial Times, New York Times and Washington Post. Mr. Rickards is a visiting lecturer at Northwestern and the School of Advanced International Studies, has delivered ...
published: 24 Feb 2024
-
Advisors, Pick One: Lifestyle Practice or Enterprise Value - Financial Advisor Tips
Financial Advisor -
You have two options when growing your financial advisory business.
You can maximize for cashflow OR you can grow enterprise value.
This video helps you decide which is best for you.
🔥 JOIN 1,500 ADVISORS AND GROW YOUR BUSINESS FASTER
https://www.streamlinemypractice.com/newsletter
✅ [THE ADVISOR VALUE FORMULA]
Learn our entire 2 meeting process from intro call to becoming a client.
This FREE video is the most simple way to CREATE & COMMUNICATE YOUR VALUE to prospective clients.
https://www.streamlinemypractice.com
🐤 CONNECT WITH ME🐤
Twitter - https://twitter.com/for_advisors
LinkedIn - https://www.linkedin.com/in/davezoller
________________________
This channel is made for Financial Advisors who are looking to grow their practice so that they can positively i...
published: 21 Sep 2022
1:26
Summit National Advisors, offers merchant card services for small businesses saving them on fees.
This was an event that we attended in Phoenix, Arizona in July 2022. Meet JC Lukens and Vince Eads, members of the executive team at Summit National Advisors. T...
This was an event that we attended in Phoenix, Arizona in July 2022. Meet JC Lukens and Vince Eads, members of the executive team at Summit National Advisors. Their firm provides financial services, business insurance, and simple credit card processing that removes the burden of fees from the small business owner and is legal and compliant in all 50 states.
https://wn.com/Summit_National_Advisors,_Offers_Merchant_Card_Services_For_Small_Businesses_Saving_Them_On_Fees.
This was an event that we attended in Phoenix, Arizona in July 2022. Meet JC Lukens and Vince Eads, members of the executive team at Summit National Advisors. Their firm provides financial services, business insurance, and simple credit card processing that removes the burden of fees from the small business owner and is legal and compliant in all 50 states.
- published: 29 Mar 2023
- views: 17
0:42
Xi Visits National Political Advisors
President Xi Jinping on Monday afternoon visited national political advisors from the China National Democratic Construction Association and the All-China Feder...
President Xi Jinping on Monday afternoon visited national political advisors from the China National Democratic Construction Association and the All-China Federation of Industry and Commerce, who are attending the first session of the 14th National Committee of the Chinese People's Political Consultative Conference.
https://www.cctvplus.com/news/20230306/8314700.shtml#!language=1
Welcome to subscribe us on:
Facebook: https://www.facebook.com/NewsContent.CCTVPLUS
Twitter: https://twitter.com/CCTV_Plus
LinkedIn: https://www.linkedin.com/company/cctv-news-content
Video on Demand: www.cctvplus.com
If you are in demand of this video footage, please contact with our business development team via email: service@cctvplus.com
https://wn.com/Xi_Visits_National_Political_Advisors
President Xi Jinping on Monday afternoon visited national political advisors from the China National Democratic Construction Association and the All-China Federation of Industry and Commerce, who are attending the first session of the 14th National Committee of the Chinese People's Political Consultative Conference.
https://www.cctvplus.com/news/20230306/8314700.shtml#!language=1
Welcome to subscribe us on:
Facebook: https://www.facebook.com/NewsContent.CCTVPLUS
Twitter: https://twitter.com/CCTV_Plus
LinkedIn: https://www.linkedin.com/company/cctv-news-content
Video on Demand: www.cctvplus.com
If you are in demand of this video footage, please contact with our business development team via email: service@cctvplus.com
- published: 06 Mar 2023
- views: 631
2:06
About National Care Advisors
For more information, visit https://www.nationalcareadvisors.com
National Care Advisors was founded in 2008 specifically to serve individuals with special need...
For more information, visit https://www.nationalcareadvisors.com
National Care Advisors was founded in 2008 specifically to serve individuals with special needs challenges. Our firm is a national nurse consulting firm providing life care planning, quality of life assessment, third party benefit analysis as well as case management services to attorneys, financial planners, trustees and their client families in all 50 states.
NCA is owned and managed by nurses. Our management team has over 60 years of nursing, cost analysis and case management experience to assist clients with developmental disability, mental health, eldercare, catastrophic injury and worker’s compensation care management.
Our highly experienced staff of nurse consultants average over 20 years of experience in many fields of nursing, including critical care, mental health, developmental disability, pediatrics, substance abuse, utilization review and elder care.
https://wn.com/About_National_Care_Advisors
For more information, visit https://www.nationalcareadvisors.com
National Care Advisors was founded in 2008 specifically to serve individuals with special needs challenges. Our firm is a national nurse consulting firm providing life care planning, quality of life assessment, third party benefit analysis as well as case management services to attorneys, financial planners, trustees and their client families in all 50 states.
NCA is owned and managed by nurses. Our management team has over 60 years of nursing, cost analysis and case management experience to assist clients with developmental disability, mental health, eldercare, catastrophic injury and worker’s compensation care management.
Our highly experienced staff of nurse consultants average over 20 years of experience in many fields of nursing, including critical care, mental health, developmental disability, pediatrics, substance abuse, utilization review and elder care.
- published: 16 Apr 2021
- views: 73
0:47
National advisors head to border
With 100,000 migrants in Texas, a team of national advisors are headed to the border.
With 100,000 migrants in Texas, a team of national advisors are headed to the border.
https://wn.com/National_Advisors_Head_To_Border
With 100,000 migrants in Texas, a team of national advisors are headed to the border.
- published: 08 Mar 2021
- views: 32
1:41
Meet National Geographic's Expedition Granted Advisors | National Geographic
Always wanted to explore uncharted territory, forge a new path or show the world something unique? Hear from 6 of our advisors as they open up about curiosity, ...
Always wanted to explore uncharted territory, forge a new path or show the world something unique? Hear from 6 of our advisors as they open up about curiosity, creativity, technology, and how to build a better future. Learn more at http://ExpeditionGranted.com.
➡ Subscribe: http://bit.ly/NatGeoSubscribe
About National Geographic:
National Geographic is the world's premium destination for science, exploration, and adventure. Through their world-class scientists, photographers, journalists, and filmmakers, Nat Geo gets you closer to the stories that matter and past the edge of what's possible.
Get More National Geographic:
Official Site: http://bit.ly/NatGeoOfficialSite
Facebook: http://bit.ly/FBNatGeo
Twitter: http://bit.ly/NatGeoTwitter
Instagram: http://bit.ly/NatGeoInsta
Meet National Geographic's Expedition Granted Advisors | National Geographic
https://youtu.be/6GLPVgATI9A
National Geographic
https://www.youtube.com/natgeo
https://wn.com/Meet_National_Geographic's_Expedition_Granted_Advisors_|_National_Geographic
Always wanted to explore uncharted territory, forge a new path or show the world something unique? Hear from 6 of our advisors as they open up about curiosity, creativity, technology, and how to build a better future. Learn more at http://ExpeditionGranted.com.
➡ Subscribe: http://bit.ly/NatGeoSubscribe
About National Geographic:
National Geographic is the world's premium destination for science, exploration, and adventure. Through their world-class scientists, photographers, journalists, and filmmakers, Nat Geo gets you closer to the stories that matter and past the edge of what's possible.
Get More National Geographic:
Official Site: http://bit.ly/NatGeoOfficialSite
Facebook: http://bit.ly/FBNatGeo
Twitter: http://bit.ly/NatGeoTwitter
Instagram: http://bit.ly/NatGeoInsta
Meet National Geographic's Expedition Granted Advisors | National Geographic
https://youtu.be/6GLPVgATI9A
National Geographic
https://www.youtube.com/natgeo
- published: 10 Jul 2014
- views: 1188
2:40
National Christian Financial Advisors - This sounds familiar
National Christian Financial Advisors, (NCFA) is an Independent Registered Investment Advisor (RIA) Firm, who knows you need unbiased diversified financial supp...
National Christian Financial Advisors, (NCFA) is an Independent Registered Investment Advisor (RIA) Firm, who knows you need unbiased diversified financial support throughout the course of your life - not right before or just in retirement.
We specialize in the distinctive needs of those who work in the academic, medical, research, state and local governments - who earn between $35k - $200k of which, we call these employees the "Mass Affluent". Due to the vast number of individuals concerned about being retirement ready, we have extended our expertise to the "Mass Affluent" in for profit industries.
www.ncfainc.org/
https://wn.com/National_Christian_Financial_Advisors_This_Sounds_Familiar
National Christian Financial Advisors, (NCFA) is an Independent Registered Investment Advisor (RIA) Firm, who knows you need unbiased diversified financial support throughout the course of your life - not right before or just in retirement.
We specialize in the distinctive needs of those who work in the academic, medical, research, state and local governments - who earn between $35k - $200k of which, we call these employees the "Mass Affluent". Due to the vast number of individuals concerned about being retirement ready, we have extended our expertise to the "Mass Affluent" in for profit industries.
www.ncfainc.org/
- published: 08 Nov 2019
- views: 33
0:43
This is what kills most financial plans
🔥 Sign up for Azul's Newsletter:
https://www.azulwells.com/
🔥 Follow Azul on Twitter:
https://twitter.com/azul_wells
💲 NEED FINANCIAL ADVICE? 💲
1) Google "f...
🔥 Sign up for Azul's Newsletter:
https://www.azulwells.com/
🔥 Follow Azul on Twitter:
https://twitter.com/azul_wells
💲 NEED FINANCIAL ADVICE? 💲
1) Google "fee-only financial adviser" or visit www.NAPFA.org (largest association of fee-only financial advisers). NOT an affiliate link
2) The first question to ask any financial adviser is, "Are you a fiduciary to me 100% of the time". Get the answer in writing
3) Please note that some people call themselves "fee-based". This is NOT the same as fee-only. Fee-only advisers have committed to being fiduciary to you 100% of the time.
4) Personally, I would only hire an adviser who is a fiduciary to me 100% of the time. This is not a suggestion on what you should do. Just sharing my personal preference.
⚠️ Azul's "Scammer" Warning ➡ PLEASE READ! ⚠️
Be careful of scammers. In the comments section, I will NEVER ask you to contact me, offer any investment products, recommend a stock broker, or anything similar. Some scam bot commenters 'ask' for investment help, and later, other comment bots reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them.
🚨 Azul's VIDEOS ARE NOT FINANCIAL ADVICE (Disclaimer) 🚨
This information is only provided as an informational resource and should not be viewed as investment advice or recommendations. To get professional financial advice from a fee-only financial advisor near you, please visit www.napfa.org.
The decisions on how to invest, when to retire, and other financial planning topics are some of the most important financial decisions you will make in your life. I urge you to seek professional financial advice as you make this decision. Ideally, from a financial adviser, AND a CPA AND an attorney. Having the perspective of all three professions will help you make the right decision for you and your family.
This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and may NOT be suitable for all investors.
This information is NOT intended to, and should NOT, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, and/or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.
Spoiler Alert: There are no "get rich" programs. Rather, just basic blocking & tackling and putting in time and care. Do your homework, choose wisely and (IMHO) work with experienced professionals who are fiduciary to you 100% of the time.
https://wn.com/This_Is_What_Kills_Most_Financial_Plans
🔥 Sign up for Azul's Newsletter:
https://www.azulwells.com/
🔥 Follow Azul on Twitter:
https://twitter.com/azul_wells
💲 NEED FINANCIAL ADVICE? 💲
1) Google "fee-only financial adviser" or visit www.NAPFA.org (largest association of fee-only financial advisers). NOT an affiliate link
2) The first question to ask any financial adviser is, "Are you a fiduciary to me 100% of the time". Get the answer in writing
3) Please note that some people call themselves "fee-based". This is NOT the same as fee-only. Fee-only advisers have committed to being fiduciary to you 100% of the time.
4) Personally, I would only hire an adviser who is a fiduciary to me 100% of the time. This is not a suggestion on what you should do. Just sharing my personal preference.
⚠️ Azul's "Scammer" Warning ➡ PLEASE READ! ⚠️
Be careful of scammers. In the comments section, I will NEVER ask you to contact me, offer any investment products, recommend a stock broker, or anything similar. Some scam bot commenters 'ask' for investment help, and later, other comment bots reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them.
🚨 Azul's VIDEOS ARE NOT FINANCIAL ADVICE (Disclaimer) 🚨
This information is only provided as an informational resource and should not be viewed as investment advice or recommendations. To get professional financial advice from a fee-only financial advisor near you, please visit www.napfa.org.
The decisions on how to invest, when to retire, and other financial planning topics are some of the most important financial decisions you will make in your life. I urge you to seek professional financial advice as you make this decision. Ideally, from a financial adviser, AND a CPA AND an attorney. Having the perspective of all three professions will help you make the right decision for you and your family.
This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and may NOT be suitable for all investors.
This information is NOT intended to, and should NOT, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, and/or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.
Spoiler Alert: There are no "get rich" programs. Rather, just basic blocking & tackling and putting in time and care. Do your homework, choose wisely and (IMHO) work with experienced professionals who are fiduciary to you 100% of the time.
- published: 27 Feb 2024
- views: 5407
1:00
National Tech Advisors
Technology is changing at lightning speed with thousands of new suppliers every year. It’s become nearly impossible for small business owners to make well infor...
Technology is changing at lightning speed with thousands of new suppliers every year. It’s become nearly impossible for small business owners to make well informed IT decisions.
Choosing the right company is critically important, as the wrong decision could end up costing you millions.
Conveniently located in Orange County, CA, we can help.
We are National Tech Advisors. Experienced IT consultants that help small business owners navigate through the uncharted sea of technology. We help you make the correct IT decisions the first time; saving you valuable time and money.
We have established a wide network of supplier relationships and staff our own solution architects that help guide you with an unbiased analysis of your company’s specific needs. And best of all it is at no cost to you!
National Tech Advisors, your trusted IT partners.
www.nationaltechadvisors.com
https://wn.com/National_Tech_Advisors
Technology is changing at lightning speed with thousands of new suppliers every year. It’s become nearly impossible for small business owners to make well informed IT decisions.
Choosing the right company is critically important, as the wrong decision could end up costing you millions.
Conveniently located in Orange County, CA, we can help.
We are National Tech Advisors. Experienced IT consultants that help small business owners navigate through the uncharted sea of technology. We help you make the correct IT decisions the first time; saving you valuable time and money.
We have established a wide network of supplier relationships and staff our own solution architects that help guide you with an unbiased analysis of your company’s specific needs. And best of all it is at no cost to you!
National Tech Advisors, your trusted IT partners.
www.nationaltechadvisors.com
- published: 14 Jun 2021
- views: 9
59:01
JIM RICKARDS FULL INTERVIEW ABOUT BONDMARKET PROBLEM ?
James Rickards is the author of the national bestseller, Currency Wars: The Making of the Next Global Crisis and a Partner in JAC Capital Advisors, a hedge fund...
James Rickards is the author of the national bestseller, Currency Wars: The Making of the Next Global Crisis and a Partner in JAC Capital Advisors, a hedge fund based in New York. He is a counselor and investment advisor and has held senior positions at Citibank, Long-Term Capital Management and Caxton Associates. In 1998, he was the principal negotiator of the rescue of LTCM sponsored by the Federal Reserve. His clients include institutional investors and government directorates. He has been interviewed in The Wall Street Journal and has appeared on CNBC, Bloomberg, Fox, CNN, BBC and NPR and is an Op-Ed contributor to the Financial Times, New York Times and Washington Post. Mr. Rickards is a visiting lecturer at Northwestern and the School of Advanced International Studies, has delivered papers on risk at Singularity University, the Applied Physics Laboratory and the Los Alamos National Laboratory and has written numerous articles on risk management. He is an advisor on capital markets to the Director of National Intelligence and the Office of the Secretary of Defense. Mr. Rickards holds an LL.M. (Taxation) from the NYU School of Law; a J.D. from the University of Pennsylvania Law School; an M.A. in economics from SAIS and a B.A. from Johns Hopkins.
https://wn.com/Jim_Rickards_Full_Interview_About_Bondmarket_Problem
James Rickards is the author of the national bestseller, Currency Wars: The Making of the Next Global Crisis and a Partner in JAC Capital Advisors, a hedge fund based in New York. He is a counselor and investment advisor and has held senior positions at Citibank, Long-Term Capital Management and Caxton Associates. In 1998, he was the principal negotiator of the rescue of LTCM sponsored by the Federal Reserve. His clients include institutional investors and government directorates. He has been interviewed in The Wall Street Journal and has appeared on CNBC, Bloomberg, Fox, CNN, BBC and NPR and is an Op-Ed contributor to the Financial Times, New York Times and Washington Post. Mr. Rickards is a visiting lecturer at Northwestern and the School of Advanced International Studies, has delivered papers on risk at Singularity University, the Applied Physics Laboratory and the Los Alamos National Laboratory and has written numerous articles on risk management. He is an advisor on capital markets to the Director of National Intelligence and the Office of the Secretary of Defense. Mr. Rickards holds an LL.M. (Taxation) from the NYU School of Law; a J.D. from the University of Pennsylvania Law School; an M.A. in economics from SAIS and a B.A. from Johns Hopkins.
- published: 24 Feb 2024
- views: 505
7:50
Advisors, Pick One: Lifestyle Practice or Enterprise Value - Financial Advisor Tips
Financial Advisor -
You have two options when growing your financial advisory business.
You can maximize for cashflow OR you can grow enterprise value.
This vi...
Financial Advisor -
You have two options when growing your financial advisory business.
You can maximize for cashflow OR you can grow enterprise value.
This video helps you decide which is best for you.
🔥 JOIN 1,500 ADVISORS AND GROW YOUR BUSINESS FASTER
https://www.streamlinemypractice.com/newsletter
✅ [THE ADVISOR VALUE FORMULA]
Learn our entire 2 meeting process from intro call to becoming a client.
This FREE video is the most simple way to CREATE & COMMUNICATE YOUR VALUE to prospective clients.
https://www.streamlinemypractice.com
🐤 CONNECT WITH ME🐤
Twitter - https://twitter.com/for_advisors
LinkedIn - https://www.linkedin.com/in/davezoller
________________________
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.
https://youtu.be/v3NNBr3RA4Q
THE BEST FIRST MEETING QUESTIONS
https://youtu.be/Tv4ywFaISMo
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
Star Sky - Simon Groß
Subway Dreams- Dan Henig
#financialadvisortraining #streamlinemypractice #dayinthelifeofacfp
https://wn.com/Advisors,_Pick_One_Lifestyle_Practice_Or_Enterprise_Value_Financial_Advisor_Tips
Financial Advisor -
You have two options when growing your financial advisory business.
You can maximize for cashflow OR you can grow enterprise value.
This video helps you decide which is best for you.
🔥 JOIN 1,500 ADVISORS AND GROW YOUR BUSINESS FASTER
https://www.streamlinemypractice.com/newsletter
✅ [THE ADVISOR VALUE FORMULA]
Learn our entire 2 meeting process from intro call to becoming a client.
This FREE video is the most simple way to CREATE & COMMUNICATE YOUR VALUE to prospective clients.
https://www.streamlinemypractice.com
🐤 CONNECT WITH ME🐤
Twitter - https://twitter.com/for_advisors
LinkedIn - https://www.linkedin.com/in/davezoller
________________________
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.
https://youtu.be/v3NNBr3RA4Q
THE BEST FIRST MEETING QUESTIONS
https://youtu.be/Tv4ywFaISMo
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
Star Sky - Simon Groß
Subway Dreams- Dan Henig
#financialadvisortraining #streamlinemypractice #dayinthelifeofacfp
- published: 21 Sep 2022
- views: 516