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محتوای ارائه شده توسط Steve Sharp. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Steve Sharp یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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Ep 4: Building a Sales System for Advisors with Cory Chapman

24:32
 
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Manage episode 349853705 series 3392960
محتوای ارائه شده توسط Steve Sharp. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Steve Sharp یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Today’s guest, Cory Chapman of EFC Wealth Management, is someone we’ve been working with for a couple of years and have gotten to know well. He’s a great person and an incredibly successful advisor who is getting set to roll out a new program for other advisors to tap into.

We wanted to bring him on the show to share a little more about his personal journey into the financial world and also talk about the systems and marketing plans that have made his business successful. This new program called Advisor Works will give other advisors a chance to utilize his sales system and make their jobs easier day-to-day.

We’ve seen his structure and process first-hand as we help implement this new program for Cory and wanted to share a little more about the work that’s happening.

Here’s some of what you’ll learn on this episode:

· Background on our conversation today. (1:23)

· Cory’s journey in the military, flirtation with law school, and how he found finance. (3:55)

· Details on the new Advisor Works program he’s launching. (10:29)

· The marketing elements that will be a part of this new system. (15:27)

· What other plans does Cory have in his personal practice? (20:14)

· (28:38)

Learn more about Cory: https://www.efcwealthmanagement.com/who-we-are/about-cory/

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

  continue reading

8 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 349853705 series 3392960
محتوای ارائه شده توسط Steve Sharp. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Steve Sharp یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Today’s guest, Cory Chapman of EFC Wealth Management, is someone we’ve been working with for a couple of years and have gotten to know well. He’s a great person and an incredibly successful advisor who is getting set to roll out a new program for other advisors to tap into.

We wanted to bring him on the show to share a little more about his personal journey into the financial world and also talk about the systems and marketing plans that have made his business successful. This new program called Advisor Works will give other advisors a chance to utilize his sales system and make their jobs easier day-to-day.

We’ve seen his structure and process first-hand as we help implement this new program for Cory and wanted to share a little more about the work that’s happening.

Here’s some of what you’ll learn on this episode:

· Background on our conversation today. (1:23)

· Cory’s journey in the military, flirtation with law school, and how he found finance. (3:55)

· Details on the new Advisor Works program he’s launching. (10:29)

· The marketing elements that will be a part of this new system. (15:27)

· What other plans does Cory have in his personal practice? (20:14)

· (28:38)

Learn more about Cory: https://www.efcwealthmanagement.com/who-we-are/about-cory/

If you’d like to learn more about Sharp Digital Marketing, get in touch with us here: https://sharpdigitalmarketing.com/contact-sdm/

To see all the services that Third Wheel Media provides, check them out here: https://thirdwheelmedia.com/

  continue reading

8 قسمت

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