Sign up to save your podcasts
Or
Share Creating Confidence for Your Practice
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Creating Confidence for Your Practice
When SMBs need guidance, especially as it relates to the subject of money, they will often turn to Financial Advisors. Here on Always FreyDay, not only do we like to speak with SMB owners, managers, and employees, but we also like to speak to the Trusted Advisors to these organizations.
A question that routinely comes up is who does a Trusted Advisor turn to, when they need help delivering the ideal experience to their SMB clients?
Our special guest this week supports forward-thinking Financial Advisors to execute a best-in-class process, increase profitability, and deliver sound advice, while reducing their client’s cost of investing.
We are joined by Ray Harrison, Founder, CEO & President of Advisors Solution Inc. Ray is a big believer in the classic Zig Ziglar quote, "You can get everything in life you want, if you help enough other people get what they want."
Ray, and his colleagues at Advisors Solution, help both advisors and their clients get what they are looking for, especially during these interesting times we have all been living through.
Tune in for this pragmatic conversation at TalkRadio.nyc or watch the Facebook Livestream by clicking here.
Show NotesSegment 1The first segment opens with Steven introducing the show and today's guest. Ray Harrison, founder and CEO and president of Advisors Solution Inc. Ray and his colleagues at Advisors Solution, help both advisors and their clients get what they are looking for, especially during these interesting times we have all been living through. Ray then shares some detail on his background and career.
Segment 2The second segment starts with the show coming up from break and Steven continuing the conversation by asking Ray the method behind his madness. Ray says that asking a lot of questions to really understand their clients. This type of analysis allows Ray to get an advisor and bring their analytics with their system.
Segment 3The third segment starts with Steven asking Ray to share some interesting stories from the field. Ray then gives a story of multiple clients he has worked with throughout his career. Ray then gives the lessons and insight he has learned from these experiences.
Segment 4The final segment starts with Ray giving some insight to take over the weekend to make a Monday impact.
View all episodes
By Steven Frey
5
11 ratings
When SMBs need guidance, especially as it relates to the subject of money, they will often turn to Financial Advisors. Here on Always FreyDay, not only do we like to speak with SMB owners, managers, and employees, but we also like to speak to the Trusted Advisors to these organizations.
A question that routinely comes up is who does a Trusted Advisor turn to, when they need help delivering the ideal experience to their SMB clients?
Our special guest this week supports forward-thinking Financial Advisors to execute a best-in-class process, increase profitability, and deliver sound advice, while reducing their client’s cost of investing.
We are joined by Ray Harrison, Founder, CEO & President of Advisors Solution Inc. Ray is a big believer in the classic Zig Ziglar quote, "You can get everything in life you want, if you help enough other people get what they want."
Ray, and his colleagues at Advisors Solution, help both advisors and their clients get what they are looking for, especially during these interesting times we have all been living through.
Tune in for this pragmatic conversation at TalkRadio.nyc or watch the Facebook Livestream by clicking here.
Show NotesSegment 1The first segment opens with Steven introducing the show and today's guest. Ray Harrison, founder and CEO and president of Advisors Solution Inc. Ray and his colleagues at Advisors Solution, help both advisors and their clients get what they are looking for, especially during these interesting times we have all been living through. Ray then shares some detail on his background and career.
Segment 2The second segment starts with the show coming up from break and Steven continuing the conversation by asking Ray the method behind his madness. Ray says that asking a lot of questions to really understand their clients. This type of analysis allows Ray to get an advisor and bring their analytics with their system.
Segment 3The third segment starts with Steven asking Ray to share some interesting stories from the field. Ray then gives a story of multiple clients he has worked with throughout his career. Ray then gives the lessons and insight he has learned from these experiences.
Segment 4The final segment starts with Ray giving some insight to take over the weekend to make a Monday impact.