071: The Virtual FA Series™: Casey Weade on How to Convert to Virtual Appointments and Marketing


Manage episode 257469843 series 2359408
By Brad Johnson. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

In today’s conversation, I’m speaking with Casey Weade. Casey is a sought-after retirement planning professional, speaker and CEO of the national financial firm, Howard Bailey. He hosts the “Retire with Purpose” radio, TV show and podcast — providing sound financial guidance to pre-retirees and retirees across the country.

His firm is way ahead of the curve when it comes to operating digitally, and he has a deep understanding of how to market, run appointments, and close clients in a time when in-person, on-site meetings are not even an option.

If you’re wondering what to do as a result of coronavirus and you want to learn how to run your financial advisor practice virtually, just like Casey, you won’t want to miss today’s conversation.


Get FREE Access to the Live Webinar, How to Run a Financial Advisor Practice Virtually. Visit BradleyJohnson.com/71 for all the details.


To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/71

81 episodes