Joyous Profits Live Coaching Podcast

194. Setting Higher Standards to Step Into Higher Level Role Within Business w/ Thomas Schroeder


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Thomas Schroeder is the founder of Advisors Vision which offers tailored digital marketing for financial advisors. His work is designed to funnel appointments into the calendar’s of financial advisors on a consistent, reliable basis. 

Main Business Issues:

  • Delegation and balancing working on the business vs. in the business

  • Thomas’s Key Insights and Takeaways:

    • As an “OG” of the web development space Thomas is someone who has been around for a long time and developed quite an expertise in all things web and internet marketing 

    • While that’s made him quite the expert it’s also been the main limiter towards his development because a lot of work falls on his plate to finish for clients

    • The result of this is a lot less time for business development

    • As we dove into the patterns he had around this the linchpin ended up being creating higher standards across the board on what he says ‘No’ to

    • This opened up additional evidence where he does do this and how to take that experience into his drive to step into higher roles within his business 

    • Connect with Thomas

      www.advisorsvision.com

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