Advisor Video Academy: Building a “Better” Book of business

Advisors are taught to believe you have to find your ideal client, but what if we told you there’s a different approach? 

Idea Decanter talks with Elyse Stoner and Angela York, founders of Custom Strategic Marketing for Wealth Advisors about how getting a deeper understanding of yourself can be the key to growing your business!


Cheat Sheet

4:00 Creating a different lens to Marketing 

5:00 Looking at yourself to build a better book of business 

6:00 Attracting your ideal client 

6:55 Standing out from other advisors 

8:00 Finding patterns within your business 

8:40 Finding what makes you happy 

9:00 Knowing who you are and digging deeper to connect with clients 

10:00 Discovering Your USP 

14:30 How to make advisors shine 

15:45 Taking your business to the next level

16:30 Create Your 2.0 Business 

19:30 Interviewing clients to get a better idea of your true client base

20:30 What’s KLT?  

24:00 Speaking to your ideal client

25:00 Picking up new clients in unexpected places 

28:00 Staying in your lane to grow your business

Watch The Webinar

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About Us

Our Performance Bootcamp is all about finding what works for you. If you’re ready to engage your audience and show up as your authentic self in your videos, here’s the link to get started:


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