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Thrivetime Show | Business School without the BS

Business | Gain Your Credibility as a Financial Advisor | Building a Successful Retirement Planning Business (Part 2)

Thrivetime Show | Business School without the BS

Clay Clark

Business, Entrepreneurship

4.71.5K Ratings

🗓️ 4 April 2023

⏱️ 20 minutes

🧾️ Download transcript

Summary

Transcript

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0:00.0

Welcome back to the Thrive Time radio show. A place where the business world finds all

0:08.2

of their business coaching and marketing solutions for less than 8.25 per hour. Learn more at

0:13.3

www.thrivetimeshow.com. To learn more about whether the earth is flat or not, ask professional

0:18.5

athletes. Thrive Nation, welcome back to the conversation. It is the Thrive Time show

0:26.4

on your radio. In today's podcast, today's broadcast is going to feel negative for somebody

0:32.7

out there, but you emailed us the question. So it's kind of like Dr. Laura, I'm trying to

0:35.9

give you that real truth, but I'm not going to divulge the name of your company I never

0:39.1

do or who you are. I'm just trying to help you. And I'm just saying, you're a financial

0:43.1

planner and you are wanting to know the proven path to become successful as a financial

0:48.9

planner. So I'm giving you the truth and part of this might be a little difficult, but

0:52.6

I'm pulling up the company on the map right now. And currently we see there are no Google

0:58.5

reviews. Now, if you again were, if somebody called you in the event they got through the

1:04.8

a secretary of the assistant, the labyrinth of people, they have a meeting with you. Would

1:08.8

you have not done just a basic Google search into your financial planner before deciding

1:14.3

to move over 50 grand into an account or 100,000? Would you not at least kind of do a little

1:19.4

basic Google search? Yeah, you know, and now it's just a common place. I remember back

1:23.4

in the day, back in the day when someone said, Hey, hey, have you Googled yourself? And

1:29.0

I was like, I was almost a pulp. Yeah, I was almost offended. I was offended. I was offended.

1:33.5

I said, how dare you? I went on Google image to throw punch. But now it's so common.

1:39.0

It's like, you're talking to someone. I mean, you're like putting on your phone and just

1:41.8

Googling, boom, I mean, get the data on it. So yes, it is a move. And you have to Google

1:47.6

yourself and make sure that you have all the check marks checked. You got to do it. Now

...

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