From Stagnation to Scale: Mastering Growth in Financial Advice Businesses
Description
In this episode of The WealthTech Insider, host Danni Le Grande sits down with Mark Zaglas, CEO of Encore Advisory Group, to explore the key challenges and strategies financial advisory firms must embrace to unlock scalable growth. They dive into why many Advisers have lost focus on sales and marketing, the importance of a structured growth strategy, and how technology can be leveraged to enhance client engagement.
Mark shares insights on overcoming the fear of marketing, clarifying your value proposition, and why social media remains an underutilised tool in the industry. They also discuss the significance of intergenerational wealth transfer, identifying your niche, and the myth of organic growth.
If you're looking to build a sustainable and scalable financial advice business, this episode is packed with actionable takeaways to help you refine your approach and invest in long-term success.
🎧 Tune in now to learn how to reignite your sales and marketing engine and take your Advice Business to the next level!
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