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The Evolving Advisor Podcast  

The Evolving Advisor Podcast

Author: The Evolving Advisor Podcast

Join Jeff Concepcion, Founder & CEO of Stratos Wealth Partners for The Evolving Advisor Podcast! The Evolving Advisor podcast is dedicated to equipping independent financial advisors with the tips, insights, and knowledge needed to evolve in every aspect of his or her life, both inside and outside the business. I will be sharing insights from my years of experience as an advisor, entrepreneur, and CEO, along with advice from some of the industrys top Financial Advisors, CEOs, business consultants. Tune in to hear more about: The journey from Advisor to CEO Strategies to work smarter, not harder Embracing technology to improve efficiency How to win the war for talent Best practices for organic and inorganic growth How to create a road map to independence Ill also have insights on: How to have a successful work/life balance The importance of giving back to your community and much more!
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Language: en

Genres: Business, Investing

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Ep089: Erin Botsford: Commitment to the Craft and Understanding the Why
Episode 89
Thursday, 17 July, 2025

In this episode, Jeff and Erin discuss: The power of building a team and bringing on the right clients.Taking the time to spend on your business, not just in your business. Reciprocity, compliments, and asking questions.Putting in the work every day to find your success. Finding a higher purpose than your comfort.   Key Takeaways: You need to invest in your business to grow your business. Marketing can be outsourced, but prospecting involves you.When you put things out into the universe, things will work out. Always have three different prospecting activities going at the same time. Prospects get to choose how they engage with you. The whole world is rooting for your success. There are so many needs in the world, and you are only limited by your imagination.   "If you can have a big enough why, and you and your spouse or your significant other can buy into that, then the late night hours of doing a seminar or going in on a Saturday to pick up a check or whatever, it starts to have purpose and meaning toward an end that you're trying to achieve." —  Erin Botsford Episode References: Zoe Empowers: https://zoeempowers.org/Connect with Erin Botsford:Website: https://erinbotsford.com/ Book - The Seven Figure Firm: https://erinbotsford.com/free-book/  LinkedIn: https://www.linkedin.com/in/erinbotsford/Facebook: https://www.facebook.com/theadvisorauthority/   Connect with Jeffrey Concepcion: Website: https://www.stratoswealthpartners.comContact: https://www.stratoswealthpartners.com/contactTwitter: https://twitter.com/Stratos_WealthFacebook: https://www.facebook.com/stratoswealthpartnersLinkedIn: https://www.linkedin.com/in/jeffconcepcion1/

 

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