Ep 10: Overcoming the Challenges Currently Facing Advisors


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By emergingadvisor. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

The obstacles facing advisors over the past year have been well-documented but we want to keep pushing for solutions to continue growing your business. Today we’re joined by Bill Johnson, an author, educator, and tremendous marketing consultant, to explain his LogicTrac process and how to apply it to your business.

Read more and get additional resources here: https://www.emerging-advisor.com/ep-10-overcoming-the-challenges-currently-facing-advisors/

About our guest: https://www.logictrac.net/

What we discuss on this episode:

1:38 – Background on how we met Bill

3:07 – Bill’s professional background

5:13 – LogicTrac

10:15 – 3 different closes to be used

13:38 – Power of professional relationships

20:09 – Scott shares a story about a great client referral

22:37 – Positive approach

25:32 – If you want to learn more about this process

10 episodes