My Own Strategy Session

Over the last couple of years I've had countless phone calls with other financial advisors to discuss a variety of topics:

  • Starting a firm
  • Becoming another financial advisor's successor
  • Starting a blog/podcast/YouTube channel
  • Social media strategy
  • Storytelling
  • Growth
  • And more...

Those conversations are what led to this blog, The Advisor of Tomorrow Podcast, The Advisor of Tomorrow Newsletter, and The AGC™. Recently, I realized there are a lot of great ideas that end up being shared on these calls and that I want to share those, when appropriate, with other advisors. So, this will be the first of many videos of other financial advisors and me strategizing on whatever their current obstacle may be.

In case you were wondering, I don't hit record unless the financial advisor says it's ok and the other advisor always gets approval of the final cut--these are also not any of my consulting clients as those conversations are always kept private.

As you'll see in this video, I'm building the infrastructure and processes to create a formal relationship to help other financial advisors and provide recommendations they can take and implement--both in shorter strategy sessions and a longer brand development and content strategy relationship. I'm very excited about the opportunities to help other great advisors grow!

You can learn more and hop on my calendar to set up a strategy session by by clicking here.