In this transformative webinar, Paul and Gabe McManus reveal why your most powerful marketing assets—your client transformation stories—are trapped in your head, and exactly how to turn them into a book that builds your practice. What You'll Discover: The "You have my faith" story that made Gabe triple his life insurance immediatelyWhy Steven's Target bag story about throw pillows made Paul hire him as his financial advisorHow Bernd went from "I'm just a numbers guy" to writing a book about A...
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In this transformative webinar, Paul and Gabe McManus reveal why your most powerful marketing assets—your client transformation stories—are trapped in your head, and exactly how to turn them into a book that builds your practice. What You'll Discover: The "You have my faith" story that made Gabe triple his life insurance immediatelyWhy Steven's Target bag story about throw pillows made Paul hire him as his financial advisorHow Bernd went from "I'm just a numbers guy" to writing a book about A...
081: Beyond Money Management: The Value of Personal Connection in Financial Advising with Urban Adams
The Influential Advisor
28 minutes
6 months ago
081: Beyond Money Management: The Value of Personal Connection in Financial Advising with Urban Adams
Episode Summary: In a world dominated by digital platforms, Urban Adams offers a refreshingly human approach to financial advising. With 25 years in the industry and a philosophy grounded in stoicism, Urban helps clients balance enjoying the present while planning for the future. His new book, "Wealth Your Way," challenges traditional mindsets about wealth accumulation, advocating instead for an intentional, values-driven approach. Urban shares how he applies stoic principles to help clients ...
The Influential Advisor
In this transformative webinar, Paul and Gabe McManus reveal why your most powerful marketing assets—your client transformation stories—are trapped in your head, and exactly how to turn them into a book that builds your practice. What You'll Discover: The "You have my faith" story that made Gabe triple his life insurance immediatelyWhy Steven's Target bag story about throw pillows made Paul hire him as his financial advisorHow Bernd went from "I'm just a numbers guy" to writing a book about A...
