Your Practice. Your Passion Podcast.
Every financial advisor and planner aims to increase their revenue two to three times a year. But, that’s only possible once you build your practice from the A all the way to the Z. Welcome to Your Practice, Your Passion with Wesley Forster, CFP®, Registered Financial Planner, and coach at The Perfect Practice. In this podcast, Wes helps you develop your firm faster than you thought possible, which translates into saving your money and time. Remember, if you can't do it for yourself, you can't do it for others.
Financial advisors and planners are always looking for ways to take their business to another level. But, that’s only possible if you’re passionate about building your practice and have a plan to execute.
Learn how Wesley Forster, coach at The Perfect Practice, can help you turn your practice into a strategy-based advisor group that you can implement for your clients in this inaugural episode of Your Practice, Your Passion.
This week, Wes shares everything you need to know about him. Including his coaching wisdom for financial advisors. Wes provides you with the rundown you need to get to know him while revealing how his advising strategy has worked for him and his team since they have been in the business.
Wes discusses:
- What financial advisors and planners should have in their tool-box to provide the consumer an amazing plan
- The first step to ensuring an advisor is a good fit in order to become a coaching client
- What your financial plan should entail
- His coaching wisdom for new financial advisors and seasoned advisors
- And more!
Resources:
- “Know You Can: No More Excuses” – by Wesley Forster
- “The 7 Habits of Highly Effective People” – by Stephen R. Covey
- “The E Myth” by Michael Gerber
Connect with Wesley Forster:
About your host:
With over 38 years of experience in operating a successful financial planning practice, and as former president, and senior financial strategist at HSI Financial Group, Wesley Forster has practiced in the financial planning industry since 1984, specializing in retirement planning strategies and financial planning that integrate with our complete wealth management. Wes identifies the goals and objectives of the client to meet pre-retirement and retirement planning needs.
