This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
All content for THE FINNOVATOR is the property of audere and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
We will walk you through our proven formula for priming your pipeline, debrief the year (and clean up all those loose ends), and set yourself up to enjoy the Christmas break totally disconnected from your business.
In this session, we'll get stuck into three done-for-you outreach strategies to:
engage any "lapsed" prospects who were silly enough not to engage you when they had the chance,
prime those clients who refer you their friends, family, and colleagues ahead of the social season, and
get in your strategic partners' thoughts for 2023.
Plus we're going to spread a little Christmas cheer to boot.
The strategies we'll run through are fast and easy to implement and are almost guaranteed to have prospects booked in your January schedule before we break.
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Listen to The Finnovator Podcast on
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THE FINNOVATOR
This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.