047: Top Moments of 2023 - Top Guest Stories, Moments, and Ideas

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

What'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 from the most downloaded episodes, and packaged them into 10 of the biggest takeaways.

KEY TAKEAWAYS:

• The Clock Principle: Unlocking Higher Levels of Patience, Consideration, and Trust – Rener Gracie
• The Power of the One Page Financial Plan – Michael Kitces
• Guiding Clients Through Bold Leadership – Chris Smith
• The Key to Building a World-Class Business – Shawn Sparks
• Leveraging YouTube/Video Content to Grow Your Advisory Business – Dave Zoller
• How to Avoid Having New Hires Quit in the First 100 Days – Joey Coleman
• The “Compete & Retreat” Sales Talk Pushing Your Prospects Away – Simon Bowen
• Podcast Funnel and New Client Engagement Process – Taylor Shulte
• A 3-Step Framework for Rewiring Your Brain for Empowered Thinking – Michael Hyatt
• Tony Robbins 80/20 Mechanics and Mindset Model – Amy Porterfield

GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW

Today's Gift: All Access Pass to 2023 Podcast Resources!

To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "47" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

SHOW NOTES

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DISCLOSURE

DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

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