The future is clearest with Bob Veres

Sign Up For My Free Newsletter: Free Editorial Content Emailed To Your Inbox:

December 14, 2020

In this podcast I interview Bob Veres about the future of the financial planning profession.

Enjoy!

-Sara

Resources mentioned

To join Bob’s Inside Information, visit Bob Veres’s website.

To purchase my e-book about how to message prospects on LinkedIn, visit 47 Financial Advisor LinkedIn Messages.

Music is Nice to You by the Vibe Tracks

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | Stitcher | Email | RSS | More

RELATED POSTS

Financial Marketing

Hi, I’m Sara!

Hi! I’m Sara. Thanks for coming to visit! Here’s a quick guide

September 30, 2020

In this blog we talk about how to avoid having a bad email voice in a financial advisor prospecting email.

In this blog we talk about how to avoid having a bad email voice in a financial advisor prospecting email.

Podcast

How to avoid a bad email voice in a financial advisor prospecting email

There is a tiny little voice inside our head that gets activated

September 20, 2021

This blog talks about how to create a savage tagline for wealth management

This blog talks about how to create a savage tagline for wealth management

Podcast

How to create a savage tagline for wealth management

What is the best tagline for wealth management? Tally-ho! In this blogpod

September 6, 2021

Podcast

Please take action to save the people of Afghanistan

You know what’s happening in Afghanistan; it’s obviously a crime against humanity,

August 25, 2021

In this interview with Brad Wales we talk about LinkedIn for RIA firms.

In this interview with Brad Wales we talk about LinkedIn for RIA firms.

Podcast

LinkedIn tips for RIA firms: My interview with Brad Wales of Transition to RIA

I had a great time on Brad Wales of Transition to RIA‘s

August 23, 2021

In this article I discuss the process for creating a financial advisor first meeting script you can follow.

In this article I discuss the process for creating a financial advisor first meeting script you can follow.

Podcast

Financial advisor first meeting script that will make prospects go “whoo hoo!”

What should be in a financial advisor first meeting script? I can

August 23, 2021

Are you sick of the BS yet?

Sign Up For My Free Newsletter: Free Lead Generation Tips Emailed To Your Inbox:

Contact Me

Privacy and Terms | View Products | View Cart