• Attract & Grow with David Scranton

  • 2025/02/13
  • 再生時間： 37 分
  • ポッドキャスト

Attract & Grow with David Scranton

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • On this episode of The Authority Company Podcast, Joe sits down with financial expert and author David Scranton to explore the secrets of attracting, rather than chasing, clients. As the author of Attract and Grow: The Financial Advisor’s Blueprint for Attracting $50 Million in Annual Assets, David shares his insights on how financial advisors can differentiate themselves, build a thriving practice, and shift from a growth-based investing model to an income-generating strategy. David also breaks down the AIDA strategy (Attention, Interest, Desire, Action) and explains how advisors can leverage branding, education, and specialization to stand out in a crowded industry. He discusses the key elements of building a “$50 Million Team”, the importance of scaling a financial advisory business, and what the recent AI-driven stock fluctuations could mean for the market. Whether you’re a financial professional looking to refine your approach or an investor curious about market trends, this episode is packed with valuable insights.

    DAVID J. SCRANTON, CFA®, CFP®, CHFC®, CLU®, is an Amazon bestselling author, nationally recognized money manager, and founder of Sound Income Group, Sound Income Strategies, Retirement Income Source, and Advisors' Academy. David is on a mission to help retirees and preretirees understand the strategic value of shifting their investment focus to an income-first approach.
    続きを読む 一部表示

あらすじ・解説

On this episode of The Authority Company Podcast, Joe sits down with financial expert and author David Scranton to explore the secrets of attracting, rather than chasing, clients. As the author of Attract and Grow: The Financial Advisor’s Blueprint for Attracting $50 Million in Annual Assets, David shares his insights on how financial advisors can differentiate themselves, build a thriving practice, and shift from a growth-based investing model to an income-generating strategy. David also breaks down the AIDA strategy (Attention, Interest, Desire, Action) and explains how advisors can leverage branding, education, and specialization to stand out in a crowded industry. He discusses the key elements of building a “$50 Million Team”, the importance of scaling a financial advisory business, and what the recent AI-driven stock fluctuations could mean for the market. Whether you’re a financial professional looking to refine your approach or an investor curious about market trends, this episode is packed with valuable insights.

DAVID J. SCRANTON, CFA®, CFP®, CHFC®, CLU®, is an Amazon bestselling author, nationally recognized money manager, and founder of Sound Income Group, Sound Income Strategies, Retirement Income Source, and Advisors' Academy. David is on a mission to help retirees and preretirees understand the strategic value of shifting their investment focus to an income-first approach.
続きを読む 一部表示
activate_buybox_copy_target_t1

Attract & Grow with David Scrantonに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。