Ep. 15 – Steve Phillips: On Business Refinement, Why the Words Matter, and Defining Your Brand

Episode Summary

In this episode of 16 Ways from Sunday, Mark Mersman interviews 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.

This episode is all about business refinement. Steve shares 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.

Show Notes & References

Contact info:

Linkedin: https://www.linkedin.com/in/steve-phillips-b258b212a/

Website: www.advisorprotocol.com

Phone: (888) 535-0125

Biography:

Steve Phillips is the founder of The Advisor Protocol. He is 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.

He has also 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.

Special Offer

The Words Matter