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What Works Wednesday - Creating A Specialized Practice With Andy Panko
Season 2
Sometimes knowing what you don’t want, and having the experience to understand that, can help you create a clear vision of what you do want. Advisors should have a niche or specialized focus with their practice, but what if you could focus on what you’re truly passionate about? In this episode, Andy Panko from Tenon Financial joins the show to share how it’s possible to do things on your own terms and grow a practice without having to focus on selling.
Listen in as Andy shares how he became an advisor that people saw as a trusted and knowledgeable expert by creating a Facebook group and focusing on sharing his knowledge and expertise. He’ll also share how tax planning has provided his clients with value and why it’s important to educate yourself and others.
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Published on 3 years, 2 months ago