Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

When you want to create a strong financial advisory practice, it helps to have advice from those who are experienced in the field. Today’s guest, John Page of PlanPlus Global Financial Planning Awards, has plenty of experience to share from his years of experience in insurance and financial advising. Tune into the episode to hear some important insights from John about building your financial advisory practice and about the differences between a product-focused strategy and an advice-focused strategy. Topics Discussed in this Episode: Transitioning from a product-centric to advice-centric strategy The pros and cons of paid commissions The ingredients of a well-run financial practice The importance of knowing the values of the client John’s process for financial advising When to mention pricing and how to position pricing with clients Quotes by John: “In order to give advice, you have to ask a lot of questions, and you have to really try to determine what the needs are.” “If som

If you’re a financial advisor looking for tips, strategies, and insights that will help you strengthen your relationships with your clients and grow your practice, this is the podcast for you. I'm Pawel Brzeminski, the Founder and CEO of Snap Projections. In this podcast, I’ll be interviewing experts in the industry whose experience and insights can help you improve your own financial advisory practice. New episodes will drop every two weeks. To get the podcast started, I’ll be doing a special series of interviews with John Page of Wealth Enhancement Academy, and Chairman and Chief Adjudicator of the PlanPlus Global Financial Planning Awards. Over the course of five episodes, we’ll be delving into the broad topic of transitioning from a product-centric practice into an advice-centric practice. Tune into to this episode to hear a sneak peak of my first interview with John Page. Subscribe on iTunes to make sure that you don’t miss the rest of the series, and make sure to share this