Dave Zoller, CFP®- Streamline My Practice @davezoller_
We get 60+ prospects requesting an intro call every month. Which leads to a rapid growing advisory firm. I send weekly emails to FAs to share what’s working. streamlinemypractice.com/newsletter Chicago, IL Joined May 2016-
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This AI Tool For Financial Advisors BLEW MY MIND youtu.be/qtRAU_YG55Q
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I just interviewed an AI expert and asked how AI will impact Financial Advisors now and in the future. And how FAs are using it to grow and help more people. My mind is blown. There's good news for FAs. and some bad news. I'll try to get this one out soon. Join the FA…
In 1st meetings, when prospects open up and share the details of their financial life, we used to engage and get all the details from them. But now we realize that was wrong. 😢 We used to think, "Good. They trust us enough to talk about money so let's start talking about…
One of the best things we started doing in our Advisory Firm was sending 1 video to all clients every month. The videos are more personal than text emails and provide the antidote to the constant barrage of negative news. The advisors in The Membership requested examples so…
Dave Zoller, CFP®- Streamline My Practice retweeted
One of the worst parts about our industry is that there are so many financial advisors who care about their clients, and are really good at what they do. But they continue to lose to the “advisors” who aren’t as good and who care more about the money than the client. But they…
Dave Zoller, CFP®- Streamline My Practice retweeted
Financial Advisors. I’m sharing something I never have shared before related to making great videos that attract clients. It’s my templated YouTube script process. It’s always the same but it got us to 42,000 subscribers and millions of views. Youtube is the best…
How are Advisors using AI in their business? youtu.be/BSM3cJTUX4k?si…
We just wrapped up our weekly team meeting and we left pumped for the week ahead! Every week we share wins and client success stories and it leaves everyone feeling fulfilled and excited for their next meetings. If you’ve got a team, remind them of the nice things clients say…
After your next client or prospect meeting, try to ask yourself... 1) What could I have done better? 2) What did I do well? Then look at what you wrote before your next meeting. Small 1% better improvements add up!
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Creating content is difficult but do it long enough and it will become one of the most fulfilling things you've ever done:
@DefineFinancial This is good! I just changed my first email to FAs after they sign up.
@jbrendanfrazier Do you want to be a business owner or a financial planner?
I just interviewed an AI expert and asked how AI will impact Financial Advisors now and in the future. And how FAs are using it to grow and help more people. My mind is blown. There's good news for FAs. and some bad news. I'll try to get this one out soon. Join the FA…
@davezoller_ "sexy" usually sells pretty well but is often a different story with results.
@davezoller_ “Seek to understand.” An approach that never goes out of style. Well done!
Just a hint to my fellow financial advisors...this should be your approach in initial consultations and first meetings. If you're spending more time talking about investing than the personal situation, you're doing it all wrong.
In 1st meetings, when prospects open up and share the details of their financial life, we used to engage and get all the details from them. But now we realize that was wrong. 😢 We used to think, "Good. They trust us enough to talk about money so let's start talking about…
@davezoller_ Great post Dave! How easy is it to forget about taking time and care to form a lasting relationship
In 1st meetings, when prospects open up and share the details of their financial life, we used to engage and get all the details from them. But now we realize that was wrong. 😢 We used to think, "Good. They trust us enough to talk about money so let's start talking about…
@danielmkopp Same video to all clients. A new video every month.
@TKopelman You’re already good on video so I bet it’s an easy addition for you.
@KY_BING 5-8 minutes. Sometimes We’ll address big topics on clients minds. SVB, election years, investing at ATH, etc.
@davezoller_ How long are your videos. Do you ever do a q and a format?
@davezoller_ Something we started doing in January of 2023. Clients feel more connected and better about our relationship
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