Emerging Advisor Podcast

By emergingadvisor

Sharing proven strategies for financial advisors to maximize time, profit and freedom. The co-founders of Emerging Advisor, a practice management and marketing company, Scott Dougan and Sean Lee join host Walter Storholt each week for engaging conversation about how to improve your financial advising practice one step at a time.

  1. 1.
    Ep 10: Overcoming the Challenges Currently Facing Advisors
    30:58
  2. 2.
    Ep 9: What We’ve Learned from Teaching Virtual Classes
    17:44
  3. 3.
    Ep 8: Embracing New Technologies & Processes with Don Anders
    43:36
  4. 4.
    Ep 7: Finishing Out 2020 & Planning for the New Year
    29:33
  5. 5.
    Ep 6: The Keys to Effective Communication with Adam Cufr, RICP®
    36:42
  6. 6.
    Ep 5: Running Your Practice Virtually
    15:56
  7. 7.
    Ep 4: Get Results Using the 3 Ms of Marketing
    24:32
  8. 8.
    Ep 3: Setting a Profit Target for Your Business
    22:58
  1. 9.
    Ep 2: Putting Together the Ultimate Practice Blueprint
    23:12
  2. 10.
    Ep 1: The Genesis Story Behind Emerging Advisors
    17:01

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