For those that don’t know, I volunteer at a local animal shelter near my house and spend time walking the dogs there. While this non-profit does tremendous work in the community, it doesn’t always operate very effectively as a business. That reminds me very much of the challenges that we see as advisors and there are some real insights that can carry over to what we have to deal with.

Today we want to share insights from his recent experiences at a local dog shelter and how they relate to the challenges faced by financial advisors. Let’s discuss the importance of effective volunteer recruitment, the parallels between running a non-profit and a financial advisory practice, and the necessity of constant marketing and client qualification.

 

Here’s some of what we discuss in this episode:

• The importance of effective recruitment and finding the right people.
• Marketing strategies to help you attract clients.
• Why you don’t want to treat every prospect the same.

 

Schedule a meeting with Dan: http://bookachatwithdan.com 

 

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