Listen "How to Find Your Ideal Clients- Bruce Wehner - Episode 012"
Episode Synopsis
Summary: On this episode of the Advisor Advantage podcast, Tammi Brannan speaks with Bruce Wehner about his objectives for his business this year. He plans to narrow his client niche, and this podcast will tell you how he's going to do it. To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com Links in this Episode: The Summit - www.TheSummit4Advisors.com Show Notes: 00:00 Intro 00:48 Intro to Bruce, E3 Wealth consultants 01:18 Number one objective for business this year 02:11 Narrowing his market 02:23 Characteristics of ideal client 06:53 We have a mindset scorecard that clients have to fill out before starting the process 09:01 Motivations for Innovations in the Business 10:51 Testing the scorecard on advisors first 12:21 Kolbe Assessment 13:19 Network of advisors working cooperatively 14:55 What is it that energizes you in business? 16:20 It's better to work as a group of advisors 18:37 Nelson Nash Institute Think Tank 19:30 The Summit- discount tickets
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