Shows
Do Business. Do Life. — The Financial Advisor Podcast — DBDL047: Top Moments of 2023 - Top Guest Stories, Moments, and IdeasWhat's up, DBDL listeners! We have a special episode for you this week. As some of you may know, at the end of last year, we released the DBDL Top Triad Member Moments of 2023, a roundup of the best advice shared on the pod from our valued Triad members. The episode was so popular that we thought, why not do something similar for all the non-Triad guests who came on the show to share their incredible wisdom?So, the team went back through our catalog of non-Triad interviews, pulled the best ideas, stories, and frameworks f...2024-01-171h 24
HUM Curated Podcasts006: Simon Bowen - Using Visual Models to Simplify the Complexity of Finance Podcast: Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 48 · TOP 1% what is this?)Episode: 006: Simon Bowen - Using Visual Models to Simplify the Complexity of FinancePub date: 2023-04-05Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationAs a financial advisor, your clients don’t choose you because they want an average future; they choose you because they want to win the game of life. The problem isn’t that you don’t know how to build a plan that will get them there. 2023-05-0159 minDo Business. Do Life. — The Financial Advisor Podcast — DBDL006: Simon Bowen - Using Visual Models to Simplify the Complexity of FinanceAs a financial advisor, your clients don’t choose you because they want an average future; they choose you because they want to win the game of life. The problem isn’t that you don’t know how to build a plan that will get them there. The problem is that you have to convince them that you are the person who can help them do it. So, how do you communicate to prospects that you’re the right person for the job? Today’s guest, Simon Bowen, is here to help you with tha...2023-04-0559 min
The Elite Advisor Blueprint®: A Podcast for Financial AdvisorsThe Virtual FA Series™: Simon Bowen on How to Use Visual “Whiteboarding” Models to Simplify the ComplexIn today’s episode of “The Virtual Advisor Series,” I’m talking to Simon Bowen. Simon is the creator of the Models Method and one of the world’s foremost experts on how to create effective sales diagrams and models. He has worked with leading digital marketers, CEOs, speakers, and consultants to help them gain clarity, truly understand their businesses and spike their conversion rates. Simon has also led all his sales and client conversations via Zoom for years, making his expertise especially valuable now that almost all of us are quickly learning how to run digital businesses...2020-06-191h 07