『FAST Podcast - Financial Advisor Strategy Talks』のカバーアート

FAST Podcast - Financial Advisor Strategy Talks

FAST Podcast - Financial Advisor Strategy Talks

著者： White Glove
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 Welcome to the FAST Podcast — Financial Advisor Strategy Talks with Dean Thurman and Candace Byrnes. Listen in as they provide advisors with an opportunity to hear from some of the best minds in the business. Follow along to learn quick tips to help you grow your business — from gaining new leads to keeping current clients engaged and everything in between.Copyright 2024 FAST Podcast - Financial Advisor Strategy Talks 経済学
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  • Choosing the Right Path: Individual Practitioner or Multi-Advisor Business with Dean and Candace (Ep. 42)

    Choosing the Right Path: Individual Practitioner or Multi-Advisor Business with Dean and Candace (Ep. 42)
    2024/07/10
    There is no right or wrong way to develop a career as a financial advisor; it’s about finding what is right for you. In this episode, Candace and Dean discuss the major inflection points in a financial advisor’s career and the different paths one can take within the industry. They explore the pros and cons of being an individual practitioner or operating a multi-advisor business, as well as the importance of finding the right fit and working with good people. Connect with Dean Thurman: LinkedIn: Dean Thurman White Glove InvestWise Financial Connect with Candace Byrnes: LinkedIn: Candace Byrnes White Glove Register for Host University: Host University
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    47 分
  • The Secrets to Making a Stellar First-Impression with Patrick Durst (Ep. 41)

    The Secrets to Making a Stellar First-Impression with Patrick Durst (Ep. 41)
    2024/06/19
    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.
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    41 分
  • Guiding Lights & Rising Stars: How Mentorship Shapes the Financial Industry with David Wood (Ep. 40)

    Guiding Lights & Rising Stars: How Mentorship Shapes the Financial Industry with David Wood (Ep. 40)
    2024/06/05
    This episode of the FAST Podcast Candace and Dean welcome David Wood, the Founder of Gateway Financial Partners. David’s experience spans across several decades, marking him as a leader, and accomplished entrepreneur, and an influential figure in the financial landscape. The conversation explores the future of the financial services industry and the opportunities it presents. David discusses the changes happening in the industry and the factors driving growth and opportunity for financial advisors. He highlights the consolidation of firms, the need for financial advice, and the impending retirement of a third of the industry. The conversation also delves into the challenges and options for advisors looking to retire or transition their practice, including selling, merging, or partnering with other firms. The importance of providing a good client experience and leveraging technology is emphasized. Connect with Dean Thurman: LinkedIn: Dean Thurman White Glove InvestWise Financial Connect with Candace Byrnes: LinkedIn: Candace Byrnes White Glove Connect with David Wood: LinkedIn: David Wood Gateway Financial Partners Get to know our Guest: David Wood, a pioneer in the financial services industry, established Gateway Financial Partners in 1994, which he continues to steer as the Chief Visionary Officer. Wood’s experience spans across several decades, marking him as a leader, an accomplished entrepreneur, and an influential figure in the financial landscape. He possesses an innate ability to identify growth opportunities and is committed to delivering innovative strategies that elevate the success of independent practices.
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    47 分

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