How can financial advisors grow their client base and increase inbound prospects? With a combination of networking, marketing, referrals, and technology. Jason Hill, President, and Founder of Client Focused Advisors and host of the podcast Shrimp Tank Boca Raton joins us to talk about how financial advisors can grow their business.
In this interview we discuss:
- Key technologies that have enabled Jason to scale his business
- The difficulties of entering the financial advising business
- How to effectively market your financial advising business