A webcast presentation by Adam Koós, CMT as part of the CMT Association’s Educational Web Series.
About the Presentation: Do you feel “stuck?” Are you a growth-minded, goal-oriented financial advisor, but struggling to take your firm to the next level? What about your mindset – are you stressed out, or have you reached a point where you’re not as excited about your practice as you once were? Have you ever thought to yourself, “I’m like a V-10 engine, ready to race toward greatness… if I could just find the right fuel to get me there?!” In this 1-hour presentation, Adam Koós crams a plethora of tested and proven methods to grow your financial advisory firm in ways that surpass all your expectations.
You’ll learn tips on how to attract new clients, perfect your client on-boarding process, increase your conversion ratios, get more referrals from clients and COIs, prospect for new business using A.I. instead of your own time, turn your firm into the “go-to brand” in your community, all while creating more value and impact in your clients’ lives than you ever have before.
