Business Refinement, Why the Words Matter, and Defining Your Brand

On this episode of 16 Ways from Sunday, I’m joined by Steve Phillips, founder of the Advisor Protocol.  Steve is also a Certified Practice Management Consultant at Pareto Systems and has spent over 25 years in the financial services industry as a speaker, trainer and educator working with advisors, product development firms and carriers.

Steve has trained and led successful wholesale consultant teams whose role it was to support and assist individual advisors, broker dealers and RIAs. As a speaker, team leader and passionate educator, Steve’s passion is to help successful advisors become efficient adapters of improved processes around practice management, business refinement and client acquisition.

This episode is all about business refinement. Steve and I discuss how to get out of the rat race of the ever-increasing budget to generate new relationships and convince new people and focus on how to teach the already convinced to convince others on your behalf.

We discuss the difference between referrals and introductions, as well as how to think about defining your brand.

  • As a special bonus, Steve has made available a one-page download titled “The Words Matter.” This is a foundational piece he uses during the coaching and branding process with advisors. It will help you begin to wrap your arms around how to think differently about your practice. It’s free-of-charge for 16 Ways from Sunday listeners.


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