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Vanguards - Trust Stacking

Public • 213 members

18 contributions to Vanguards - Trust Stacking
Testimonial
Hi All, so I have been on Vanguards for about 9 months now. I must admit, I've been very slow to getting things done on my end - and I've missed countless collaboration calls. I haven't gotten any leads from marketing yet, but I did want to say this... The lessons I've learned here have changed my practice FOREVER. While I haven't gotten any leads DIRECTLY from campaigns (and this is 100% my fault), I have gotten over a dozen high quality referrals from CPA's, Attorneys, and existing clients - all because of how I talk about my business. I am having people reach out to me now because they see me as the expert. I've narrowed down my market so much that when I talk to people, I constantly here "wow, I feel like you're reading my mind," or "I have like 2 people you need to talk to." So this is great. I do plan to finish the classroom homework, I'll make it to the collaboration calls but frankly i've been so busy with new business and summer activities that I've actually had to take a step back. All this to say, if you're worried about whether the marketing will work or not - don't worry because if you do the homework and do everything they tell you to do - it will work. One way or the other, it will. Thanks!
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New comment Aug '23
Meta Ad Rejected
Hi everyone, I've had something come up the last two weeks and haven't been able to join the ads/campaign call on Thursdays. Just tried right now but wasn't let in. Is there anyone I can talk to about my ad rejection? I've looked into but can't figure out what is wrong.
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New comment Jun '23
Welcome Intro
Hey everyone, Im Jonathan Spatz from Hickory, NC (outside of Charlotte). Im tired of spinning my wheels and flying by the seat of my pants with my practice. Im ready to systematize and build from a traditional financial planning office to a Financial Enterprise. I have 3 young girls that if they want to join my business, they can and want to build something that is meaningful and impactful to my client's lives.
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New comment Feb '23
0 likes • Jan '23
Welcome Jonathan, and good luck!
Congratulations SAM!!!
@Sam Rodriguez ringing the bell for ya! Watch the clip to understand how this industry veteran changed his sales process to win new clients... 3 minutes of GOLD. Thanks, Sam for sharing this with us on the call Tuesday.
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New comment Jan '23
1 like • Jan '23
Awesome news! Congratulations Sam! Can't wait to get started with my campaigns and follow in the footsteps.
Subscription Fee
Hi All, My broker dealer and RIA doesn't have a system in place to do subscription fees. Are there any 3rd party providers that work with B/D's or RIA's and can do this? Currently, my clients would have to sign an ACH form each month if I wanted to do a monthly subscription.
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1-10 of 18
Miguel Delgado
3
43points to level up
@miguel-delgado-4616
I'm an advisor looking to learn how to challenge the status quo.

Active 132d ago
Joined Oct 13, 2022
ENFJ
Bay Area, California
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