Cody Foster

Nothing like discussing one of our favorite topics: behavioral planning! See the full episode in the link below to learn more about the challenges of identifying how your emotions can lead your financial decisions.

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What can a Funicular in Park City teach us about investing? Take a "little ride" with me to find out! #dollarcostaveraging #ParkCity #StRegisHotel Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc., a SEC Registered Investment Advisory Firm. Please consider investment risks and costs prior to making any investment decisions. All investments involve risk of loss.

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This one is for young and aspiring financial advisors How to grow a financial advisory practice? ✔️Building customer relationships is good for retaining a loyal customer base and leads to referrals that expand your business. ✔️Carve Out a Niche. ...Focus on a specific area, maybe you have a network of medical professionals, or small business owners, identify your potential customers, navigate your way, your fellow students ✔️Build Great Customer Relationships. ... ✔️Don't Compromise on Price. ... ✔️Grow the Firm's Branding. ...Focus on building a strong online presence ✔️Expand Your Service Offerings to include every aspect of financial planning ✔️Utilize your connections and those of your immediate family and friends ✔️Don't be afraid to do presentations! Even if you feel like a failure the first time ✔️Do informal coffee chats ✔️Do get togethers via the company you work for to do presentations at schools, businesses, creches etc Use these tips when starting out as a financial advisor: 🚀Be confident. It can help to be confident about your abilities with your early clients. ... 📈Invest in learning. ... 🎯Try different strategies. ... 🪄Learn marketing metrics. ... 📖Develop marketing materials. ... 💰Track your own finances. ... 📌Be patient. ... 🪪rack your progress. Young financial advisors should prioritize building strong, trust-based relationships with their clients. This involves actively listening to clients' needs, understanding their financial goals, and providing personalized advice that goes beyond mere investment management. Be consistent, persevere and show up👔👔

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Here are a lot of questions you should be asking [me] prior to engaging in a financial planning relationship. I have my own questions I ask of my prospects. I may not be ideal for everyone. Everyone may not be ideal for me. Have an open conversation to make sure it’s the right fit.

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Financial Advisors: Does your firm allow you to market yourself or your team? Or when clients/prospects search online do they get taken to a generic landing page? To give you an idea of what is possible take a look at the Sioux City Stifel webpage. And if you want to build your own custom site for you or your team? You can do that too! At Stifel we recognize that it is your practice and you should be able to market your brand. Want to know more about what makes Stifel different? Reach out!

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Life is a journey that can be unpredictable at times. However, a life insurance policy from United of Omaha can help protect that journey in a variety of ways – now and in the future. Learn more at mutualofomaha.com #lifeinsuranceawarenessmonth

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Reading this article the word Legacy really hits me. Something we talk to quite a bit in the Exit Planning profession. For us at the Exit Planning Institute this is important.. From our founders PETER CHRISTMAN, CEPA, CPBA and Richard Jackim, JD, MBA to our methodology creator Christopher Snider, CEPA, many in our EPI Community have been trailblazers. Pioneering the early years of our profession from concepts to methodology and process. From 100 CEPAs to 8,000 CEPAs. Next year EPI celebrates its 20th anniversary. It will also be the 10th anniversary of The Exit Planning Summit and we will debut our partnership at the Summit with LEGACY MOTOR CLUB and our Drive Value project. Another organization where Legacy plays a big role. Help us induct the 2025 Exit Planning Hall of Famers into the Exit Planning Circle of Excellence, and nominate your fellow advisors for the Excellence in Exit Planning Awards here. https://lnkd.in/egsBChHu Thanks! You support and insights matter! #exitplanning #exitstrategy #valuecreation #valuegrowth #leaders #awards #exitplanningsummit #thoughtleadership

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Did you know that life insurance isn’t just for people who are married or have kids? Whether you’re a business owner, first-time homebuyer, parent or grandparent — United of Omaha has a solution to meet your unique needs! Learn more at mutualofomaha.com ​ #lifeinsuranceawarenessmonth

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