Today, I’m talking with the one and only Amy Porterfield. Amy’s a NYT bestselling author and online marketing expert who has helped hundreds of thousands of business owners turn their unique knowledge into recurring revenue streams through scalable digital courses.

As a financial advisor, why does that matter? Well, as I’m sure you’ll agree, your time is valuable, and unlike coaching one-on-one, a course is an opportunity to share your knowledge at scale, while also reaping the benefits of expanding your reach.

At Triad, Amy’s frameworks have been a super intuitive way for us to take everything we coach on and package it up into something that adds value and is easily accessible for our members.

In this episode, you’ll hear Amy walk through the 3 main types of digital courses, the questions to ask yourself to uncover your best idea for a digital course, and the logistics of structuring a successful course so you can leave the episode with a course idea ready to go.

You’ll also get insights on using online courses for prospect lead generation, how to structure your advice to get clients to take action, and an implementable system to ease the burden of hiring and onboarding effective team members.

3 of the biggest insights from Amy Porterfield …

• The 3 types of digital courses advisors can consider creating: the starter course, the spotlight course and the signature course — and how each serves a different purpose for the course creator.

• Not sure how to come up with an idea for your digital course? Follow along as Amy goes through the 4 quadrants to determine your sweet spot for digital course creation.

• Getting clients to listen to advice and getting clients to act on advice are different challenges. Hear how you can get results with client advice or digital courses by using the Tony Robbins 80/20 mechanics and mindset method

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DISCLOSURE 

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

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