How does an advisor based in a town with 10,000 residents grow his business by bringing in $2 million or more in new assets per week? All while enjoying a 4-day work week that allows him to spend more time with family and friends?
Join us for a moderated discussion with Cambridge Financial Advisor John T. Halterman who will share his secrets to achieving those goals.
During this session you will learn about:
- The importance of first defining your client niche and your personal lifestyle goals
- How to build a structured, multi-pronged, and repeatable marketing strategy as a ‘local celebrity expert edutainer’
- What kind of professional staff model and KPI’s need to be put in place and tracked to support your goals