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Name Your Process for Financial Advisors episodes
- Why it is Critical for Financial Advisors to Name Your Process
Don Anders and Brian Theis discuss why it's so valuable for financial advisors to name their process. From streamlining your sales process to giving a concise deliverable to your clients and prospects -- naming your process is one of the best things you can do to grow your financial advisory practice.
If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.
Make sure you rate and subscribe to the podcast for more episodes and future updates.17 min - The Key to Growing Your Financial Practice
Don Anders and Brian Theis talk about how having a defined sales process is key for growing your financial practice bigger than yourself. Whether you're looking to grow a national multi-billion dollar financial practice or you just want a simple lifestyle practice that works when you aren't there -- naming your sales process is critical.
If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.
Make sure you rate and subscribe to the podcast for more episodes and future updates.8 min - How to Name Your Financial Sales Process
Don Anders and Brian Theis discuss the best names for sales processes and the names you should avoid using when naming your process. Also -- how do you protect your process once you've named it.
If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.
Make sure you rate and subscribe to the podcast for more episodes and future updates.10 min - Brainstorming Exercise for Naming Your Process
Don Anders and Brian Theis go over the exercise Brian and his team uses to help someone come up with the perfect name for their financial process.
If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.
Make sure you rate and subscribe to the podcast for more episodes and future updates.29 min - Building Out Customized Financial Reports for Your Practice
Don Anders and Brian Theis get into how to build out customized reports that fit your financial practice and your sales process.
If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.
Make sure you rate and subscribe to the podcast for more episodes and future updates.
Check out our sister podcast "Marketing for Financial Advisors" for more information on marketing and interviews with some of the top marketing minds in the financial industry.28 min - Making Your Process and Reports Look Beautiful
Don Anders and Brian Theis talk about how to make their Financial Process and Financial Reports look gorgeous and presentable to clients.
Canva Link: www.canva.com
Course on how to use Canva for financial advisors: Advisor's Platform Canva Course
Fiverr Link: www.fiverr.com
If you're interested in learning more you can visit our website at www.NameYourProcess.com where you can watch Brian and Don walkthrough Don's "5 Needs of Money Analysis", download our 4-page workbook on how to build your process, or schedule a meeting with Brian Theis and his team to discuss whether or not their team can help you build out your process.
Make sure you rate and subscribe to the podcast for more episodes and future updates.
Check out our sister podcast "Marketing for Financial Advisors" for more information on marketing and interviews with some of the top marketing minds in the financial industry.13 min - Marketing and PR for Your Sales Process
Don Anders and Brian Theis discuss ways to market and use PR to promote your sales process. Marketing and PR is good not only to get your name out there, but for the credibility of your process.
9 min
About Name Your Process for Financial Advisors
From the publisher's feed
This podcast is designed to walk Financial Advisors through naming their process -- from why it's so valuable to name your process to how to customize and name your financial process.