Wholesalers can be a waste of time or they can help you grow your business, but how do you develop meaningful relationships with them while not wasting time in meandering meetings?

Wes Young, a long-time member of our Elite Advisor Network coaching community, shares his wisdom after 20+ years in the business on how to maximize those relationships to help the wholesaler and you.

Learn more about Wes at WesYoungLive.com

Sign up for our next Whiteboard University training at WhiteboardU.com

In this episode of our “Niche Series,” Andy talks with advisor Mark Hansen to discuss the niche of financial advising for younger clients, particularly those in their 30s.

Younger clients, especially those in their 30s, are at a pivotal point in their financial journeys. They’re experiencing life changes like starting families and increasing incomes, making financial guidance crucial.

Andy and Mark explore the challenges and opportunities of targeting this demographic, emphasizing the importance of patience and long-term planning.

Mark shares his strategies for connecting with younger clients, and the need for clear guidance and structured financial plans.

This episode highlights the urgency of proactive financial planning and the potential for referrals within this age group. Listen now.

There are limited seats left for our next How To Charge LIVE event on October 28th & 29th. Get your seat now using code PODCAST at checkout for $300 off your ticket.

I’m excited to share some insights from my latest podcast episode with Brittany Anderson of Sweet Financial. This episode is packed with valuable lessons and practical strategies that you won’t want to miss.

Brittany’s Unconventional Journey:

From jewelry sales to finance, Brittany’s path is anything but typical.

Discover how an entrepreneurial culture helped her thrive and rise to the top.

Embracing the Entrepreneurial Spirit:

Learn why fostering creativity and innovation within your firm can drive success.

Brittany shares how advisors can add value without starting their own companies.

Team Dynamics & Technology:

Explore the evolution of team structures and the role of technology in boosting productivity. Brittany highlights how AI and tech advancements can streamline operations and enhance client relationships.

Accountability & Motivation:

Dive into the challenges of holding team members accountable and motivating them effectively. Brittany’s tips on understanding individual motivations and creating action plans are game-changers.

Practical Strategies for Advisors:

• Forget traditional reviews; informal check-ins foster open dialogue and growth.
• Ensure everyone knows their role and how they contribute to the firm’s vision.
• Create a culture where team members feel comfortable sharing ideas and feedback.
• Empower team members with leadership potential to take on more responsibilities.
• Stay ahead by adopting new technologies that streamline processes and free up time for client-facing activities.

This episode holds insights for anyone in the financial advisory industry. Whether you’re a seasoned professional or just starting out, Brittany’s journey and advice will inspire you to rethink your approach to team management and leadership. Plus, her practical tips are easy to implement and can make a significant impact on your business growth.

Connect with Brittany:

Brittany’s LinkedIn

brittany@brittanyanderson.com

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Ready to attend How To Charge LIVE? Click here to get your seat at our next event on October 28th & 29th. Use code PODCAST at checkout for $300 off your ticket.