Say “FU” to the SBA Loan
I see some of you financial advisors taking the SBA loan. WTF. Say no to this drug dealing, no money having, broke as F drug
April 12, 2020
Author: saragrillo
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Seek the questions and the people will follow
Those who want to get new business in a crisis should seek out questions, not people. If you want to know why then listen to
April 7, 2020
What not to say in a crisis
Financial advisors who are prospecting for new clients in a crisis should avoid saying these things to people. To join the membership and learn prospecting
April 2, 2020
Response to Marty Bicknell 22 Billion and Counting
I read a fabulous article by Steve Garmhausen of Barron’s Advisor. It has some valuable takeaways for financial advisors who are looking to make an
March 30, 2020
Vid 55: Crisis Social Media Postings That Will Engage Your Network during a Crisis
I see many people posting the wrong things to social media during the coronavirus. Here are some examples of social media postings you can do, as well as some guidelines to posting to social media during a time of crisis. The point of posting to social media during a crisis is to show leadership and […]
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March 27, 2020
Vid 54: Financial Advisor Prospecting Messages to use during Crisis
Times of crisis such as the coronavirus are the times when financial advisors are of their highest value to the public. Don’t spoil your chances of reaching the people who really need you by speaking in jargon, cliche, and not getting your point across. Here are some messages for financial advisors to send in a […]
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March 27, 2020
Vid 53: Crisis Communication Guidelines for Financial Advisors
Here are some guidelines for how financial advisors should communicate during a time of crisis. It is applicable to the coronavirus and also applicable to financial advisors who are want to expand their business during trying times such as a market downturn, recession, or any other challenging time of crisis. The following are financial advisor […]
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March 27, 2020
4 Ways to Get New Clients during the Coronavirus
How does a financial advisor get new clients during the coronavirus? Here are 4 financial advisor tips for marketing during the coronavirus. Sara’s YouTube channel:
March 27, 2020
Financially Empowering those Blessed with the Gift of Autism
I first encountered Aspie World, the YouTube channel of Daniel Jones, our guest this episode, when searching for information about how to handle an autism
March 20, 2020
