Chad Willardson Advice to Financial Advisors

Financial Advisors,
Chad Willardson is an advisor and owner of Pacific Capital in California.
And if you haven’t seen him on Linkedin and instagram. I highly recommend you take a look.
Chad has been able to continue to scale his firm at a rapid pace all due to his social media presence.

00:00 Intro
00:12 Chad's marketing strategy to attract ideal clients
04:12 How to measure the success of marketing efforts
05:45 How Chad first started with content marketing
09:28 How to turn a view online into a first meeting
10:39 First Meeting Process at Pacific Capital
12:12 How to talk to business owners about investing
13:13 Chad's Book
14:21 Increase Advisor Value by Trademarking your IP
15:25 Advice to Advisors


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🐤 CONNECT WITH ME🐤
Twitter -   / for_advisors  
LinkedIn -   / davezoller  
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This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.

Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor. Some other great financial adviser youtube channels are Michael Kitces, Carl Richards at The Society of Advice, Samantha Russell Twenty Over Ten -Marketing For Financial Advisors, Jumpstart YOUniversity with Dominique Henderson, and The Compound with Josh Brown and Michael Batnick.

Financial Advisors have an important role in removing the burden of finances from their client's shoulders.
And this is the place for them to come and grow as an advisor.
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Music
Star Sky - Simon Groß
Subway Dreams- Dan Henig

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