Jim Palumbo on integrated service platforms for financial planning firms - MAF237
My guest this week is Jim Palumbo from Dynamic Advisor Solutions.
We talk about the benefits of integrated service platforms to bring focus and growth to financial planning firms.
Welcome to episode 237 of the Marketing and Finance Podcast.
We chat about:
The non-advice activities of running a financial planning firm
Freeing up advisers from the "business of business" to focus on financial advice
How to overcome "superman syndrome" and let go of the non-advice work
Swapping capability with a focus on growth
Spending 20% of your time of growth opportunities
Digital marketing techniques for financial advisers
The importance of a CRM system for client follow up
Who is Jim Palumbo?
Jim is the Principal & Chief Development Officer at Dynamic Advisor Solutions.
He believes that when financial advisors are in charge of their own destiny, they are better able to represent their client’s interests. Dynamic Advisor Solutions has been built to be the most intuitive, comprehensive business system and suite of resources in the industry.
For nearly a decade, Dynamic has helped advisors follow their path to independence, efficiency, and growth. Jim provides insight to advisors and principals into the practices that work best in the most successful firms in America, collaborating to craft a plan to carry them into the future.
His passion is to put the client first and help advisors adopt best practices to bring their end clients the very best experience possible.
Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk