The Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and Marketing
The Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and Marketing
The Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and Marketing
In today’s conversation, I’m speaking with Casey Weade. Casey is a sought-after retirement planning professional, speaker and CEO of the national financial firm, Howard Bailey. He hosts the “Retire with Purpose” radio, TV show and podcast — providing sound financial guidance to pre-retirees and retirees across the country.
His firm is way ahead of the curve when it comes to operating digitally, and he has a deep understanding of how to market, run appointments, and close clients in a time when in-person, on-site meetings are not even an option.
If you’re wondering what to do as a result of coronavirus and you want to learn how to run your financial advisor practice virtually, just like Casey, you won’t want to miss today’s conversation.
FREE GIFT
Get FREE Access to the Live Webinar, How to Run a Financial Advisor Practice Virtually. Visit BradleyJohnson.com/71 for all the details.
SHOW NOTES
To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/71
From The Podcast
The Elite Advisor Blueprint®: A Podcast for Financial Advisors
The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent financial advising. Interviews with top thought leaders and industry experts, including Michael Hyatt, Ron Carson, Dan Sullivan, Donald Miller, Joey Coleman, Aaron Klein, John Ruhlin, Cameron Herold, Tucker Max and many more!Brad Johnson is VP of Advisor Development at Advisors Excel and mentors a small group of the country’s most elite financial advisors. This group captured close to $1B of new assets last year and relies on Brad and his team to help them maximize their marketing ROI, streamline their client acquisition process, and run their business like a CEO - not a salesperson. It's very difficult to outperform the core group of associations you surround yourself with and the simple formula of focusing on the biggest and brightest financial advisors in the country and facilitating the ease of how ideas are shared among them has led to industry leading results.Join Podchaser to...
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