f you struggle with lead conversion, Nancy breaks down how to build a thoughtful, effective sales process that actually reflects how advisors want to serve. She shares the powerful frameworks she’s developed and used with advisors around the world to help them have better conversations and close the right clients, the right way.
If you’re ready to feel more confident about how you bring new clients into your firm, this episode is packed with insight you can put into action right away.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/41
In this episode, we talk about the different types of imposter syndrome and how to recognize when you start to fall into this mindset trap. Carl also shares how to move past imposter syndrome so you can learn to enjoy and accept your success.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/40
Mary Beth gives an informative overview of just what it takes to bring a book from an idea to launch. She shares how to form a team of experts to help with the process, and why it is so important to hold yourself accountable in your writing to stay on schedule. Mary Beth then dives into how long it took her to write Work Your Wealth and exactly how much she spent to get it published.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/39
On this episode of #XYPNRadio, I am excited to finally bring on a very special guest that I've been working on for months, Andrea Eaton. Andrea is a financial planner and financial planning mentor with Cornerstone Wealth Advisors.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/38
This episode is full of insight into a situation that a lot of planners face. Before building his successful firm, Will was part of a firm whose partnership fell apart. He joins us to share his unique, first-hand perspective on how a partnership fallout can happen.
Will goes into why he started Halcyon after his failed partnership and shares his ideas on how to buy a firm from an older planner who is getting ready to retire.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/37