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Vanguards - Trust Stacking

Public • 213 members

7 contributions to Vanguards - Trust Stacking
Collaboration Call Schedule for Week of 12/5
We are having our live event this week so we will only have one collaboration call and we are changing the time. The collaboration call will be TOMORROW @ 1PM ET. Same call link.
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New comment Dec '22
1 like • Dec '22
@Lyen Martinez :)
Business Plan Templet
This might be a silly question but is there a business plan templet that you guys utilize? @Mark Ford unless I am over seeing it with the links you guys have provided.
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New comment Nov '22
1 like • Nov '22
Lyen! We should look into going!
Intro: Katherine Fibiger
Hi, my name is Katherine Fibiger, I’m from Fairfield, CT, and I just transitioned to a new RIA called Farther Finance. I am a financial planner at heart and love putting together the pieces of the puzzle to help my clients succeed. I want to get these things from Vanguards: 1. Identify the right niche market, and create a system to automate my lead generation of ideal clients 2. Learn best practices around sales process and practice management to be able to effectively close and scale 3. Grow my AUM as fast as possible without getting over-worked or over-whelmed For fun, I like to: 1. Travel as much as I can (which is not as much as I would like) to experience new places and cultures  2. Spend time with my family- summers at the beach and playing tennis, and winters in VT skiing (I wish they were big mountains as Mark wrote in his intro, but stuck with what we have here on the east coast) 3. Cook great food, drink nice wine and see live music #1. Vision
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New comment Nov '23
0 likes • Nov '22
Welcome Katherine! Where would you like to travel to next?
Intro!!!
Hi, my name is Lyen Martinez, I’m from Baton Rouge, LA, and my company is JCN Financial and Tax Advisory Group, LLC. We’re in the Financial Services niche. I want to get these things done from Vanguard 1. Generate Leads and make the leads clients 2. Learn new marketing tools and skills 3. Grow my team For Fun, I like to: 1. Spend time with my 3 children 2. Sleep (When I do not have the kids lol) 3. Spend my time outdoors
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New comment Nov '22
0 likes • Nov '22
@John Neyland It is already happening!!
How to plan 2023 to be your best year ever
We are excited to announce that we will be hosting a live event in Florida in December to help you setup your business for success in the new year and beyond. Ron Bullis and the Lifeworks team will be partnering with us for this special event at the Bohemian Hotel in Celebration, Florida from December 7-9. The Agenda: Wednesday the 7th: We will host a welcome reception/cocktail hour from 6-8 at the Bohemian. And yes, Carmine will be in attendance! Thursday the 8th: We will kick off with a continental breakfast and a full day of teaching by Ron Bullis. He will share… The Future of Advice - State of the wealth management industry - Technology and client expectations that are driving change - The three (3) most significant challenges advisors face and how they can build a practice that will win their ideal clients today and the next generation of wealth creators.  - Where advisors should be investing and focusing their efforts  In another session, he will share how to build a “future-proof” practice - Why you need to focus on scale and not just growth - Foundations of your strategic plan He will also present on Revenue Models - Why every advisor should implent a fee-for-service model - How to price your services - Hands on breakout sessions to implement this into your business with 1-1 Q&A. …and much more! And that’s just Thursday. Friday the 9th: We will also start with a continental breakfast and a half day of teaching. - I will share database reactivation and, how to get clients without spending money on ads or anything else. - I will also show you how to implement and leverage Ron’s training to create more powerful offers - And convert all of it into new clients. - I will also be sharing our new proprietary software platform called Apollos and how you can use it to automate your follow-up, manage your pipeline with ease, and centralize all of your lead sources from all social media channels into one place so it's easier to track and convert more leads and turn them into clients.
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New comment Nov '22
0 likes • Nov '22
@Lyen Martinez Ooh.. might be interesting to look into.
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Olivia Neyland
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10points to level up
@olivia-neyland-7183
I am the Director of Marketing at JCN Financial but studying to become a financial advisor. I am interested in travel in travel and photography.

Active 446d ago
Joined Oct 27, 2022
ISFP
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