Financial Advisor Success · The Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm with Neela Hummel
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set up a booth at the Yoga Journal conference to attract mindfulness-oriented clients
“Our dividend product… became the largest dividend ETF in the world… over $100 billion… high quality set of dividend payers… consistency attracted more clients”
“If you set up interviews and conversations at conferences, those prospects never go away… you create that stickiness and long-term opportunity.”
“If they're at the gym, CrossFit, yoga… they’re already choosing to invest in their health. Those are the type of clients we want to work with.”
“I found a sources slot... sent a few emails... got a response... set up a Zoom... we signed the client.”
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