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174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
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We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day.
In today’s episode, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some really cool stuff. This innovative, comprehensive solution is aimed at revolutionizing marketing efforts and solidifying an advisor's online presence. It offers tons of tools, including:
- Website design
- Custom video content
- Drip marketing campaigns
- Client acquisition and retention
- A done-for-you estate planning service
If you’re looking to invest in resources that free you from time consuming tasks and can lead to a more balanced life, be sure to tune into today’s episode for immediate, high-impact actions to streamline your business.
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LINKS FROM THIS EPISODE
Connect with Carter on LinkedIn Here!
Learn More About the Advisor Client Acquisition Kit Here!
Check Out Carter’s Estate Planning Package Here!
Learn More About the Retirement Tax Services Summit Here!
Grab Your Focus Gummies Here!
Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
School of Podcasting -Launch, Grow, Monetize Your Podcast
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Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Chapters
1. Advisors (00:00:00)
2. Financial Advisor Conference and Client Acquisition (00:04:18)
3. Evolving Strategies in Financial Partnerships (00:13:36)
4. Advisor Client Acquisition Kit (00:17:26)
5. [Ad] School of Podcasting -Launch, Grow, Monetize Your Podcast (00:19:15)
6. (Cont.) Advisor Client Acquisition Kit (00:20:03)
7. Advisor Success Stories & Podcast Launch (00:33:20)
8. Health and Wealth Conversation and Tips (00:39:04)
9. Understanding Twofer (00:51:41)
206 episodes
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