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Building a Successful Financial Advisor Studio at Rockport Wealth Studios
Manage episode 437599810 series 3583303
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Join Josh from Pedal Stomper Productions as he talks with Adam Stalnaker, a financial advisor at Rockport Wealth. Adam shares the inspiring story of how Rockport Wealth invested in a dedicated studio space to enhance client engagement, educational content, and collaboration.
Learn about:
The Power of a Studio: Discover why Rockport Wealth made the decision to invest in a studio space and the marketing goals they hoped to achieve.
Educated Consumers: Hear Adam's emphasis on the importance of financial literacy for clients and how the studio helps them make informed decisions.
Collaboration and Community: Explore Rockport Wealth's commitment to collaboration with other professionals, including Tony Main, and their initiative to provide financial education for veterans.
Financial Advisor vs. Fiduciary: Get a clear understanding of the differences between these terms and why working with a fiduciary is crucial.
Continuous Learning: Learn about Adam's favorite resources for staying up-to-date on financial trends and the lessons learned from Rockport Wealth's recent acquisition.
This video offers valuable insights for aspiring financial advisors and anyone seeking to elevate their practice!
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Chapters
1. The First Voyage: Rockport Wealth Studios (00:00:00)
2. Do Roth Conversations Increase Your Clients' Business? (00:03:58)
3. Steve and Laura on The Studio (00:08:03)
4. Financial Literacy for Veterans (00:11:05)
5. WSJD Live: A Fiduciary and Financial Advice (00:14:44)
6. What advice would you give to aspiring financial advisors? (00:21:52)
46 episodes
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