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.
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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