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.
The obstacles facing advisors over the past year have been well-documented but we want to keep pushing for solutions to continue growing your business. Today we’re joined by Bill Johnson, an author, educator, and tremendous marketing consultant, to explain his LogicTrac process and how to apply it to your business.
Read more and get additional resources here: https://www.emerging-advisor.com/ep-10-overcoming-the-challenges-currently-facing-advisors/
About our guest: https://www.logictrac.net/
What we discuss on this episode:
1:38 – Background on how we met Bill
3:07 – Bill’s professional background
5:13 – LogicTrac
10:15 – 3 different closes to be used
13:38 – Power of professional relationships
20:09 – Scott shares a story about a great client referral
22:37 – Positive approach
25:32 – If you want to learn more about this process