Today the tables are turned! This is going to be a slightly different episode, as I’m the one being interviewed. A while back, I had the pleasure of guesting on Dave Zoller’s popular YouTube show, Streamline My Practice – which serves thousands of financial advisors by teaching them how to grow their financial practice. 

The episode got a lot of engagement, to which I give full credit to Dave; he’s a great interviewer who prepared some really thoughtful questions. I think our own audience would get a lot of value from hearing this one, so I wanted to re-share it for DBDL listeners. 

Oh, and in case you missed it, I actually interviewed Dave on our podcast not too long ago, and that was all about how he’s using YouTube as a marketing funnel that led to $60M of new assets for his firm! So, if you haven’t listened to that one, definitely go back and check out episode 21. In the meantime, enjoy my guest appearance on Dave Zoller’s show!

3 of the biggest insights from Dave Zoller …

• The #1 characteristic that sets top advisors apart from all the rest.

• The 3 types of financial advisors every firm needs – and what McDonald’s can teach you about building a scalable business. 

• The 4 phases to level up your practice – and an example of an advisor who uses this model to capture $200M+ of assets organically each year.

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