FAST Podcast - Financial Advisor Strategy Talks

The Secrets to Making a Stellar First-Impression with Patrick Durst (Ep. 41)


Listen Later

In this episode of the FAST Podcast, we dive into the art of making a stellar first impression with our guest, Patrick Durst.  

Patrick shares insights on mastering the first-time appointment, emphasizing how crucial it is to decide on your desired perception and target audience. This conversation reveals strategies to transform leads into loyal clients.  

You’ll also discover one of Patrick’s standout tactics: offering customized reports as a complimentary service to the community, a powerful method for lead generation. Don’t miss this episode packed with practical advice and proven techniques.  

Tune in to the FAST Podcast today and unlock Patrick Durst’s secrets to success! 

 

Connect with Dean Thurman:  

  • LinkedIn: Dean Thurman 

  • White Glove 

  • InvestWise Financial 

Connect with Candace Byrnes: 

  • LinkedIn: Candace Byrnes 

  • White Glove 

Connect with Patrick Durst: 

  • LinkedIn: Patrick Durst 

  • LifeMark Securities Corp 

 

About our Guest:  

Patrick Durst is a Certified Financial Planner at Front Range Financial with extensive experience in constructing income generating portfolios in addition to sustainable retirement portfolios for pre-retirees all around the country.  

In addition to being a CFP, Patrick is Series 6, 7, 63, 66 securities-licensed and holds multiple insurance licenses. He uses a consultative approach when interviewing clients to understand their goals, wishes, and concerns. Applying his years of expertise, he then helps individuals develop comprehensive retirement plans that accomplish their objectives in a prudent and sustainable way.  

...more
View all episodesView all episodes
Download on the App Store

FAST Podcast - Financial Advisor Strategy TalksBy White Glove