“Financial Advisor Success – An Interview with Dan Greco”
In this “Financial Advisor Success Interview with Dan Greco,” you will learn how one advisor took his financial advisory firm from $35 million to $122 million. He shares the insight and challenges he has faced and what he would do differently if he were starting over.
In today’s episode, you will learn how one advisor learned to master his focus, change his mindset, and grow his team during the pandemic. You will learn the exact steps he followed to grow his AUM by almost $100 million and increase his revenue by 23%.
If you want to learn the behind-the-scenes process so you can get back and stay on track, you are going to love today’s interview.
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In today’s episode, you will learn:
- The referral process he used to get two new mega-affluent clients
- How to handle setbacks and major challenges, so you can achieve your desired goal
- The daily routine and mindset that makes producing the results possible and even fun
- The process to effectively manage and grow a team in your financial advisory business
- How to create a financial advisor business plan, so that you can grow your business and get more clients
- How to get your team on board
- What you must do to grow your business because of the competitive marketplace
- How to become more productive and improve efficiency in your financial advisory firm
- What to do to get new qualified leads and referrals
- How to best structure your advisory practice
- The financial advisory team structure that allows his team to focus on their zone of genius
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Here is the link to watch today’s episode: “Financial Advisor Success – An Interview with Dan Greco”
To Your Happiness and Success!