033: Process vs Product: What Financial Advisors Can Learn From the Most Successful Pitch in Shark Tank History

Over the years, we’ve dealt with a lot of offices, usually bringing anywhere from $3M to $150M+ in assets per year. No matter what the size of the firm, the most common question I get time after time, remains the same. “How do I get more appointments on the calendar?” Shocker, I know ;) But, it’s still an area that most independent financial advisors have yet to master. Today though, I’m going to explain something I've found that is an absolute game changer and comes even BEFORE you "dial up" the marketing spend to increase appointments... In fact, I’m about to share the secret ingredient that 99% of the financial services industry is failing to add to their mix—even billion dollar asset managers don’t always get this right. It’s the exact same thing that’s preventing YOU from differentiating yourself from every other advisory firm on the block! Get access to the full show notes by visiting: http://bradleyjohnson.com/33