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ProAdvisorSuite Reviews

Public • 286 • Free

Client Acquisition Academy

Public • 183 • Free

Financial Wellness Community

Private • 5 • $29/m

Females And Finance

Private • 103 • Free

17 contributions to Client Acquisition Academy
Google Searches
A question for all: has anybody ever found you via Google Search? I did a quick Google Search: things that matter to oilfield professionals in retirement I was surprised to find my name pop up 2x in the first 5 things returned, Linking to my LinkedIn posts. The question: should I care about this? Is this type of thing making my practice more visible, or is really much ado about nothing?
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New comment 11d ago
1 like • 12d
That's good that SEO is working for you. I just restarted my Google business profile so I hope so.
ChatGPT and Other tools in Business
I was reading my daily James Pollard email the other day (I know quite a few that frequent here know of him, or are members of his inner circle) on Advisors being in denial about what's coming with AI. Notwithstanding how much I despise the term AI (I've actually worked in the data analytics industry and have done some smaller scale Machine Learning, and worked with many who are experts in this space, so my opinion is probably a little more educated that most on this), it keeps hanging with me James' comment on saving ~15 hours of work a week through ChatGPT. My questions: - how are those here using this, and similar technologies, to reduce time spent on mundane tasks? - would it be worth organizing a sub-group within this space to figure this out (say a set of recommendations for advisors on how to use this stuff to help their growth)? For the 2nd question, if there is enough interest, I'd be willing to spend some time on this as part of a working group, to figure out how to best use these technologies to support and grow a practice. Comment away
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New comment 11d ago
2 likes • 30d
@Andrew Zoll I'm an inner circle member. Just wondering if others were too so we can be on the same playing field.
1 like • 13d
@Ian Austin I'm available
FREE GIFT #8
Get your free copy of Alex Hormozi's $100M journal
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New comment 17d ago
FREE GIFT #8
1 like • 26d
Thank you
How to book meetings, from prospects that DON'T show up
How to book meetings, from prospects that DON'T show up to your webinar Sounds crazy but let me explain... I was working with a financial advisor that was distraught that no one showed up to his webinar I encouraged him to deliver his webinar whether there were 100 attendees or zero attendees He lived up to his end of the bargain ↳ and delivered a top notch presentation...... to no one I explained that the magic happens AFTER the webinar We extracted several one minute segments from his webinar and → created powerful LinkedIn posts → reached out to the 14 people that RSVP'ed and sent them one clip → used the clips to get other prospects interested that didn't RSVP Result: → 8 new prospects in his pipeline → 3 new meetings → 2 new clients Lesson: By being creative, you can turn what most advisors look at as failure, into success
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New comment 26d ago
How to book meetings, from prospects that DON'T show up
0 likes • 29d
Incredible. Turning lemons into lemonade.
Website domain
Hello everyone. I am debating between two domains. Earlyretire.net or engineerherpath.com Haha please don't steal either one before I decide. I'm finding talking about early retirement or retirement at all is triggering for women in STEM who anticipate having long careers and want to stay active mentally and have a lifetime full of impact and trying to shift more to a let's find a path that works for you whether that means part time work, consulting, own business or just working in engineering the rest of their lives. I'm also still a practicing engineer for over 20 years now so I think that domain with engineer in it can work no matter what. My niche is helping women in STEM retire earlier but I'm rewording it to helping women in STEM engineer her own path. Please weigh in on which you prefer. I'm open to any ideas, feedback or comment. Thanks in advance.
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New comment 30d ago
2 likes • Jun 4
@Garrett Engman Thank you for your feedback. Yes I am trying to niche down.
0 likes • 30d
@Ermos Erotocritou Thanks so much.
1-10 of 17
Sandra Park
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15points to level up
@sandra-park-7799
Financial coach and engineer serving women in STEM who want to retire earlier

Active 7d ago
Joined Mar 21, 2024
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