The Financial Planner Growth Show

Kurt Kersey
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We help financial advisors and planners accelerate their growth and scale their impact by leveraging digital tools. This podcast will deliver tactical and actionable advice in short episodes, as well as stories from the frontlines.

Episodes

  1. 10/26/2020

    3 Ways Advisors Can Live Life on Purpose | Travis Parry

    Travis Parry is a coach, consultant, speaker, and former financial advisor who helps overworked advisors get back their time. He gives some knowledge specifically on how advisors can intentionally protect their time and how to start. Travis shares more of his story and how his father’s unexpected death deeply impacted him and lead him to live his life on purpose. Learn more about Travis - https://www.travisparry.com/ Connect with Travis on LinkedIn - https://www.linkedin.com/in/travisparry/

    45 min

  2. 06/25/2020

    Never Lose a Client Again | Joey Coleman

    Author of Never Lose a Customer Again, Joey Coleman, joins us this week to talk about how advisors can retain clients for a lifetime. It really all comes down to focusing on the first 100 days of the client’s experience. If you really want those long term clients, you’ll need to step up your game in client experience. Learn more about Joey’s work at https://joeycoleman.com/

    49 min

  3. 06/17/2020

    It’s Time to Join the Party

    The Digital Cocktail Party - happening all day, every day - and you’re invited. So many advisors are not fully partaking in the opportunities that are available from leveraging digital tools. In this episode, learn how to use LinkedIn to build real relationships and connect with new people and potential prospects.

    16 min
  4. WELCOME TO THE FINANCIAL PLANNER GROWTH SHOW

    Trailer

    WELCOME TO THE FINANCIAL PLANNER GROWTH SHOW

    Through short, actionable episodes, this podcast will help financial advisors like you take advantage of the digital tools available to your firm to grow your revenue, get your message to your clients and scale your impact. /// fpgrowth.com

    13 min

Trailer

About

We help financial advisors and planners accelerate their growth and scale their impact by leveraging digital tools. This podcast will deliver tactical and actionable advice in short episodes, as well as stories from the frontlines.

Information

  • Creator
    Kurt Kersey
  • Years Active
    2K
  • Episodes
    4
  • Rating
    Clean
  • Copyright
    © Kurt Kersey