Mar 7, 2018
Summary:
In today’s 5th episode of the Confident Advisor Practice from the Horizon Advisor Network, Bill Bush, Pete Bush, and Chris Sullivan of the Horizon Financial Group of Baton Rouge, Louisiana talk about ways to factor in business development when financial advisors rate themselves using the Confident Advisor Practice scorecard. They address the 1-3 category that deals with “the strategy of hope.” The 4-6 category focuses on unfocused advisors that chase the newest and latest ideas to garner clients. Then, there is the 7-9 category that takes business development into the area of having a defined data base of niche clients. Also, the 10-12 category is the level where financial advisors have a dedicated team to handle marketing.
Time Stamped Show Notes:
3 Key Points:
Tweetable Quotes:
- “Business development said another way is “selling.” – Chris Sullivan.
- “Markets are always changing. What people want is always changing.” – Pete Bush.
- “Who am I messaging to? What type of business am I trying to develop? And then, what are all the ways I can reach those markets?” – Pete Bush.
- “Frank Sinatra didn’t move pianos.” - Brother Pete quoting Dan Sullivan
Resources Mentioned: