November 12

Dawn Santoriello, CFP, founder and CEO of DS financial strategies

Jim: Welcome to the essential financial advisor and marketing show brought to you by financial The consumer friendly advisor driven comprehensive marketing services for the independent financial advisor. I’m Jim Eckel and my co-host is Ken Tucker.

Ken: Hey everybody. Yeah. So I just wanted to tell you a little bit about finance.
Advisor It’s a set of new services that we offer. It’s a full range of digital marketing from reviews getting online reviews, social media, building a sales funnel, search engine optimization, and focusing on your website. So make sure to definitely check that out to learn more it’s financial advisors,

Jim: Thanks very much, Ken well today’s guest. I would like to welcome Don. Santorelli I hope I pronounced your name correctly.

Dawn: Close it. Don’t worry. Everybody gets it messed up.

Jim: Yeah. Okay. That’s your real okay. With she’s with D S financial strategies. So welcome to the show, Don.

Dawn: Thank you. It’s a pleasure to be here. So I’m excited to learn more and share what I came with. Everyone out there to help them as.

Jim: Thanks for thinking like that. First of all, Don, could you tell us how long you’ve been a planner and where are you located in these great states of America?

Dawn: I’ve gotten into the business.
It’s almost 17 years now. It’ll be 17 years in March and I’m look physically located in your Adley Pennsylvania, but I work virtually with clients across the country. Okay, thanks to COVID. That was a very, that was a positive super line. And it expanded my business in ways I didn’t even know was possible.
So I love it because I became gradual before it was cool. Back in 2017.

Ken: Yeah. That’s a great point. It’s presented a lot of opportunities as well as a lot of challenges. And if you’re in a position. To be able to reinvent your business or take advantage of, virtual technologies.
That can be a very good thing.

Dawn: Definitely.

Jim: What made you want to become a financial planner?

Dawn: I grew up very poor. I was adopted at a young age. I was born in Brooklyn, New York. My grandmother raised us. Biological parents were living their life, doing what they did. And then my grandma, she couldn’t afford to keep me and my sister anymore.
My brother. So my brother went with his aunt and me and my sister got placed into foster care. So in and out of that, that was horrible. Then we finally found our forever family and got adopted. So that was great. So from a very young age, I was like, I do not want to be poor ever again. So let me learn all I can and let me make as much as I can.
So on. Had it caused a scarcity mindset. But then working into what I’m doing now, I’ve learned to eliminate that. Like I said, you can’t always eliminate everything, so I just always work on it whenever it comes up. But yeah, so having nothing drove me to be in this business because I didn’t want others to have to suffer and I didn’t want to suffer.

Ken: You have a unique niche? Tell me more about that.

Dawn: Sure. Like I’m a very spiritual person. Like someone, who’s what they call like a woo-hoo I’m someone who’s like holistic into the law of attraction. I guess that’s how people who are not. You aren’t into that kind of world can understand it. So basically, yeah. Law of attraction. So I actually combine that as soon as COVID hit, it’s funny being in scarcity mode, I was always concerned, oh my God, am I going to have enough money? If my bank accounts got below a certain threshold, I was freaking out, even though people would be like, that’s nothing to forget about.
And my mindset, but then as soon as COVID hit, it was crazy. It’s pretty ironic. I lost all fear about running out of money, which is ironic, but I did. And then I was like, wow, you know what, let me go do my whole combined. My two loves my spirituality. And when I say spiritual, I don’t really mean religion because it’s not really, it’s just basically, like I said, law of attraction and combine it with finances.
So I did a, for my first workshop, it was actually supposed to be like when was it supposed to be April 7th, 2020, but obviously that got canceled. I [00:04:00] took it online. Like I had my spiritual teacher talking and she was giving out intuitive advice and I was talking about money and how to attract money, release your money blocks.
And what had it invest your money properly? Because what I, and then I’ve gotten clients right from the very first time I did that, then I did another talk again, got another client. What is going on? I asked him like, so why did you agree to meet? Because your story I’m like really being like, I have a story, basically.
I was stuck in a parking garage with 200 bucks in my name and I couldn’t get out. And then later that year I made over six figures. She was like, you’re real because I identify with you. You’re not some stuffy financial person who’s telling us what to do. You actually listen, you’re one of us. And so that’s when I realized, okay, maybe being myself and it’s not such a bad thing.
Before that all those years, like 16, 15 years, I was trying every system buying every system out there, calling myself a financial swing coach, whatever the system said to call yourself. And it wasn’t me. Now that I’m being me. It’s good. I’m attracting people like me spiritual people and it’s just, yeah, it was a whole.
Mind shift and paradigm shift that I had to do. And through that, that allowed me to get more speaking gigs. I got involved with a great networking group. Yeah, I’ve gotten a lot of publicity. I finished my book and that became a number one bestseller on Amazon and it was amazing. That was in money and budgeting category and invest in, it became number two.
And my book cost 1999 and it was never tooting Napoleon hill who had a free audio book. So I was like, wow, I’m a woman. I’m in the investing thing. And talking about spirituality too, and clearing money blocks. And I still made number two. I was like, whoa. I’m like, okay. The world is ready for what I have to offer.
So I love my niche. It’s just, yeah, because I get to help people and give them hope. And it’s funny. I even have clients that I talk to my manifestation technique with they didn’t become a client yet. I just told them like, Hey, since we got I guess I can’t say that right here, but he manifested a lot of money with my help and a beautiful home.
And so I’m like, okay, now, you have those accounts. You, we might as well sit down and talk about them. So I called him out on it and he’s finally agreed to like, after he closes next week to schedule a meeting with me some so that’s what I love. I get to help manifest people’s dreams and also show them what to do with. Very excited about that.

Ken: Yeah, that’s awesome. I’m a business made simple coach and one of the modules in there is called hero on emission. And it sounds like you’re very much a hero on a mission and that’s a book that’s going to be coming out by Donald Miller here toward the end of the year.
And it really focuses on storytelling and how you can leverage the power of storytelling. So that might be something you want to check out. It sounds like you’re already doing it, but the thing about Donald Miller’s works are, it’s just super clear. It’s super easy to understand. Cool. Yeah. That’s pretty amazing.

Dawn: Yeah.

Jim: I can see from you being a financial swing coach that certainly makes you different than. Then other certified financial planners and you meant something about the world of financial planning being stuffy and I can I can, some of the tests that I started in the world with the Merrill Lynch, they were the epitopes of stuffiness back then a lot of them still are.
How does that comport, when you said that you’re a swing coach, you did everything, but you found your niche. And how does that I guess in your own words, what that must make you a lot different than what the even the, I mean they have one stratagem that they follow and it’s.
I don’t think anybody agrees with it outside of the administration of the CFP so we can talk there.

Dawn: Oh, sure. I don’t call myself a financial swing coach anymore. That’s just what someone told me to call myself and have a spell on her system. And yeah, I am even my compliance that I’m the I’m like leading the way. There’s no other CFPs who are doing what I’m giving. So which is really cool. So I I was sitting there and it’s okay, why are people like there’s other people in scarcity, mind mindset too. So they’re afraid. And like typically in a male dominated world, they get talked down to. So I’m like, you know what?
Let’s throw a little bit of fun. Let’s give them some hopes to how to manifest what they want in their life. Show them how to clear money blocks. And then let’s talk about investing because then it’s not as scary because, so that’s what I found like that really was the game changer and really help people.
Now. Now, if someone is totally not into that, obviously I’m not going to go there with them. I’ve been attracting people who like that kind of thing. But yeah. For example, if I have attorneys who are just black and white yeah. I’m just sticking to the basic, to, to traditional side.

Jim: Yeah. That’s their turn.
Their the law got ahold of them. Then if they gave you an attorney later in life, that’s one thing. But if you typical attorney that turns attorney at 25. And their brains. So regimented the guards to the rules and regulations that it’s harder for them to see the light, see light for the trees type

Ken: Yeah. Yeah. What’s great is you’ve created a, a niche and you’re attracting your ideal clients and that’s so hard for so many people to do. It’s so easy to say, I want to do everything for everybody, but really, you’ve identified. And you’re found a way to attract those people who are most interested in working with you.
And that’s just such a powerful differentiator kudos to you. That’s awesome. Is there something that you learned later in life that you wish you would’ve known earlier?

Dawn: There’s probably a lot of stuff, but yeah, definitely just be yourself and embrace who you are and your story is your glory.
So don’t be afraid of it. Like I was embarrassed. I was terrified. To tell people like, yeah, I was working in financial planning services and I had no money, but my clients were making money, but I was stuck. And then it’s funny when I shared that on my first podcast that I went on. When was it? Last year?
Someone called me up to work with me. I was like, I’m like, that’s all you guys are waiting for is my story. Wow. So yeah, that’s what I wish I would have learned. Don’t be afraid of who you are. You are, who you are.There’s plenty of clients out there to work. Or you’re not good for everybody. So take it easy.
Don’t try to be like everybody else VU. Cause no one can be you and then just go from there. And you’ll attract clients that earn that you like to work with and also, yeah, pick a niche early on because then you’re, you just become more focused and I know it’s hard. Cause when I first started, I was calling anybody, everybody cold calling and so yeah, so that, yeah, that’s what they did.

Jim: That’s a dead domain. They gave me the. What was it called? They called it the Haines directory. And it was cross. It gave your address. If you had their phone numbers, you could find the address. You find their phone number.

Dawn: Every Monday night when I started at MetLife, we had that, yeah.

Jim: Back in the eighties, when you could still do that, it would I go to work in the morning.
For dinner and go back at night and called her by nine o’clock. And it was nothing, it was no, no mentors or whatever. It was just slog slog. And do, but one thing I did learn that for every a hundred calls I made I got a new book. That w that was, I kept track of that. It’s it’s funny, but you didn’t know whether it was going to be your 99th call or your first call a hundred calls a numbers game.

Ken: That’s tough. It is tough.

Jim: It burned out more people. My class. I think there was probably less than 10% of the people left after three years, that are part of my class. The industry had a way of just churning and burning individuals because of their system was so myopic as far as just beating people over the head.
Hey, I got something to sell you almost like a circus bar. Yeah, nothing consideration as far as I have value in back of my knowledge, but planning will help you much like any other professional because the world of financial planning was born from insurance and gravitated towards stocks. And those are all.
Let me sell you this. I’m not expecting you to buy my service. I’ve got to sell you this. Thank God. Thank God is changing. Yeah.

Ken: Yeah. People have a lot more control over the buying decision process now they ever have. So yeah, Don, you definitely want to check out hero and emission because what you just described as also.
Moving beyond hero stage to, to guide stage, which is, you’re, when you’re telling your life story, you’re showing people, that you’ve lived at, that you’ve been there. That you’re real, they’re seeing you as somebody that can guide them to help them accomplish their goals.
And so I think it’ll really resonate with you. I definitely would love to have you back on and see what your thoughts are after you have a chance to read that.

Dawn: Okay. Yeah, that sounds good.

Jim: John speaking of books you mentioned that you have your wrote a book. Yes. So we’d love to be able to have you tell us about what your, the name of your book when it was published and what’s your book, what is your book all about?

Dawn: Sure. It’s called the spiritual path to prosperity dot, dot the truth about money reveal. So it starts out with my story, my background, then I share my manifestation technique. I go into releasing money blocks. Then I talk about investing. I believe in evidence-based investing and I go into why that works.
Then I talk about, okay, let’s develop a spending plan. How do you get out of this? Then I talk about using life insurance as a retirement supplement and how it could also be used as your bank. Then they give a little bit of case study. So it’s actually perfect for everybody, no matter where you are in your journey.
If you’re stuck in that parking garage, like I was that manifestation technique is going to help you. Then if you still have your blocks, like we all have blocks. Warren buffet has money blocks. Everybody has money blocks shows you how to work through those. Whenever they pop up, then it shows you how to invest for the long-term.
None of this, like going into crypto and all this trying to get rich quick, it doesn’t really work. You gotta be lucky. And luck is not a strategy when you’re talking financial planning. And then once you do have money, like real money and you want to help avoid tax. That’s where like the life insurance piece comes in.
So it’s like a motivational inspirational book and has it’s very concise too. It’s only like about a hundred pages, so it’s a quick read and it just puts it down. No fluff. I actually had to keep thinking, okay, what else am I going to write? Because I get right to the point to feel, because I know I just want to know what you need to do. I don’t need all this fluff, so people must be like that too. Yeah.

Ken: So how did you write your book? Did you just sit down and start.

Dawn: Yeah, I basically first I started out venting about the whole hypocrisy in our industry about being independent versus non-independent like RAs wants you to use their money manager, or if they don’t want that, they want to control your insurance business.
And I’m like, screw this isn’t how it works. That’s not independence. So then I stopped for two years. Then I picked it up again. I guess you haven’t COVID hit. I was like, you know what, let me just go for it. One of my spiritual coaches, like I see you writing a book and I was like, I’m not writing a book and she’s it’s going to be spirituality and finance.
I’m like, no, it’s not. How no people will think I’m nuts. And then I was like, okay. A pondered even before code. I’m like, you know what, if I’m going to do that, let me go finish up and get that CFP designation since apparently it’s a big deal. It’s a hard test, a lot of work, but I don’t really know if it’s made, I guess it gives a credibility factor, especially when you’re talking about spiritual stuff and manifestation.
So I guess it helps in that regard. Yeah. So I just started writing it though. I really sat down after I started doing my speaking gigs. I was like, let me write this book. So I started again in last August. So September then I took a break because I was like, I wanted to do more research, even though I already knew, I was just should I put insurance in?
Should I not people do it all the time? And I’m like, let me put it in a way. So they understand. Cause I wanted it to. Simplify things, because I know in both our, in our world, there’s the insurance people and the the financial like certified financial planners. So they don’t really agree all the time.
Just like regular investment people. They’re stuck on their side. They’re like their ways, the best way insurance, you would know their ways, the best way. And it’s not. You need both of them. So I gave both sides and so people could come together. And it’s actually funny actually did that presentation for the financial planning association last month.
And I was pretty shocked that they, it was well received. I was like, nervous, not nervous, but I was like, how are these people going to take it when I’m talking about money blocks, but it was good. So then I finished the book. I gave myself, picked it up again in March and I said, I keep saying, I’m writing a book and I’m never, I’m not done.
So I’m like April 30th, I better finish this. And I finished it April 14th, then send it to my publisher and my editor then got sent it to my publisher and then it came out, we released it on July 27th was the open date or the release date, if ever you want to call it. Yeah. And that’s spreading to so many other things too, that I developed from that.

Ken: Yeah. Yeah. I’ve written a couple of books and it’s. It’s a fascinating process to go through. Yeah. Awesome.

Dawn: I was going to add more stuff to it then I, so from that book I’ve, like I [00:17:00] said, I’ve been getting media press and then I’m launching an online course, which I’m working on.
I had some VIP days and then now I’m doing actually next Thursday, a manifestation power hour. So yeah, so I’m excited about all the opportunities that it’s creating for me and. It’s a great marketing tool.

Ken: Yeah. In certain respects, it’s of writing a book has become the new business card, and it’s something that’s great to immediately establish credibility and authority, and it sounds to me like what you’ve done is you’ve taken the work that you’ve put into it and you’re repurposing it into the online course and all of these things that.
That you can leverage where you build it once and you sell it over and over. And that’s really, the model of scale. What kind of marketing has been working best for you?

Dawn: Basically being out in the public eye, I got one or even just finding me on like on the financial planning website, people will Google me, they’ll see me on a podcast or where I’m speaking.
Have, do a lot of speaking for local net network. It’s not really, it’s a national networking group. So I do that. The book that’s been very helpful in getting some clients that way. Yeah. Just being out there all over social media, wherever I could be just being out there. Okay. Awesome.

Ken: Yeah. What’s your favorite social media platform?

Dawn: Facebook because it’s easy and I’m used to that. Yeah.

Ken: Yeah. And that’s probably where, you have a lot of ideal clients. Instagram probably is a pretty good place for you to

Dawn:  I go on there too. Sometimes I wish we could get that one because I’m like, okay, I have to go upload the videos from my computer.
So I can’t really always just do it from my phone. But yeah, I’m trying to become more proactive on that.

Ken: All right. Yeah. We can talk offline about some. Some great social media scheduling tools, if you want. And even Facebook creator studio allows you to create content and publish it to your Instagram account as well.

Dawn: that button, and I’m usually I use that another company mark, so they just get all my schedule. I just look at it and then they go put it out there, which is nice. So that, yeah, that saves a lot of time because when I do my own stuff, like YouTube videos, I have a YouTube channel that takes a while and you got to go spread it out.
But yeah, but that’s the best way to grow because everyone’s on social media yeah.

Ken: Yeah, definitely. What what marketing challenges do you see have right now?

Dawn: Fortunately I got into this great lead program, so I have people coming to me to I have that. I have knock on wood.
I don’t, this is the first time I said, I don’t really think I have a marketing challenge at this point. Cause I like I said, that everything I’ve been doing is starting to return. Cause it took a while I was putting in, I was putting stuff out there. I’m like, what the heck? I’m like, I just got in this article, I’m in thrive global.
I’m like they wrote an article on me, like what’s happening. But then now it gets again, it takes time. It’s not instantaneously. It’s just the consistency. Like I email my database all the time, keep them updated. And so everyone’s not always ready thinking about, oh, I need to go do financial planning right now, but there comes a time when you’re ready and then they’ll reach out.
Because again, it’s like this brand recognition.

Ken: How are you growing your email database?

Dawn: Everyone. I meet on my workshops that I do, or when I go to my in-person networking events. Yeah.

Ken: Okay. Do you have, are you using anything like a text message marketing platform when you speak, where you can provide like a, some resources or even a copy of the presentation that you did?
That’s a great way to get people to opt in by text message as well.

Dawn: Dan text messages, I don’t know how the compliance is about that. I just use my email. I get when they. From the invitation, they go into my email database from that. And I drip on them. Yeah.

Ken: You definitely want to use a compliant, text message marketing program because it has to be permission-based, you can, people, you can have a call to action and you can deliver content by text.
Then you need to ask them if it’s okay to continue to communicate with them.

Jim: you mentioned lead program, is that national program or a local program, what kind of lead

Dawn: actually the national program. And if people want to get involved, they are looking for not in my area, obviously, because I have that area, but anyone who sells like fixed index annuities they’re looking for people across the country where basically we help clients they’re looking for jobs.
So we help them with career coaching. And then we have an opportunity if they’re inclined to have us do their financial planning for them. So they book everybody, you just have to use their marketing company. So they book the rooms for you. And yet it’s been successful

Dawn: I am they found me on social media again, they found me on LinkedIn.

Jim: But you’re not locked into one insurance company

Dawn: and he’s got to use their FMO or IMO, but you could use whatever insurance company now, obviously some of them pay higher commissions or something like that, but yeah, you get to pick which one you want. Okay.

Jim: Okay. I am now. Okay. So what do you think, what do you think is the most, w we mentioned a lot of things about marketing.
As far as your practice, we talked about your book and so forth, then you get leads and so forth. Can you pick out one, one that’s most important of all? We talked about you being yourself, your spirituality, and so forth.You know what you say, your story is your Gloria like that term?
What what would be the most important one that you would, if you were talking to advisors that are younger advisors that are just getting into the business, maybe they’re coming out of a Wells Fargo or they’re coming out of some bank program. They’re going, please help me. I’m not making any money.
I’m going crazy.

Dawn: Like that, because that was me. I always did things the hard way. I don’t have a natural market. I moved around and started in two different places where I didn’t know it was soul, so I just never gave up do what you have to do with side hustles. So that’s the one thing, cause you won’t fail if you don’t give up pick em, pick like a niche market and something that you’d like to like something that you naturally do.
If you’re a golfer go like network at golf things, talk to golfers or. I don’t know if you’re into soccer. Actually. I was funny. I was just at one of our conferences and there was an ex pro soccer player. And he’s I really love soccer. And I’m like why don’t you go work in that market?
Call up your friends just hang out with them, talk to them and develop yourself. Hey, I’m the financial expert fors for people for soccer players or the soccer associates. And yeah. Do what you love. And then. If you’re not, if you don’t like, if your market is like doctors, but you have no interest in the medical field or anything, like you’re not going to be successful.

Jim: Okay, that’s a test.

Ken: You may not be very happy.

Jim: There’s as a rule. I didn’t find when I was re I didn’t find many doctors that were truly happy about what they did. And that grows, that goes double time for dentists. Maybe it’s hearing the somebody’s mouth all day long. They just, I don’t know. But your thoughts are WELBRO getting to something that you like to do, or you would mark naturally what you were, what you’re naturally attracted to a hobby or an activity, whatever the case may be and go

Dawn: Yeah, that would cause then it, then work is fun too for you and it just, yeah. That you already had that common bond. No.

Ken: Yeah. We’ve talked about some traditional. Marketing kinds of things that even though people may not employ them a whole lot, writing a book, and doing networking events is a very traditional thing in my mind.
Because it’s in a very offline kind of a thing, a lot of people are wrapped up in it. It has to be all about digital marketing these days. Digital marketing is an important amplifier, but it may or may not be the thing that gets you started. Are you, I think you’ve talked about, maybe some referral networks or groups that you’re a part of as well.
Has, have you been doing anything with those or even doing direct mail?

Dawn: Oh no. Haven’t I am very frugal. I’m not spending money that I don’t have to. I’m not thinking to do direct mail, but networking groups like national, I became a lifetime member of a national women’s. So I get called on to speak on all the time, like once a month or so simply we have been too busy, but I’m S become a speaker, talk about financial stuff, talk about my law of attraction stuff.
And then people reach out. They see me from there. And so that’s so speaking and I’m always looking for more speaking engagements because that’s where I’m finding the most success is when you speak client people, they want to work with you because then they know they know you a little more.

Ken: Yeah, absolutely. In the fact that you’re speaking, again, demonstrate, demonstrates your authority and then, your delivery is going to convey that element of trust and the ability to guide people, to help them solve their problem. If they can self identify with your story, and then it’s golden.
So yeah, what you’re doing is fantastic. Yeah, absolutely. I’m jealous.

Dawn: It took me forever. It took 16 years to get here.

Ken: I understand. It can be a very long path and you, like you said earlier, you’ve just gotta be persistent. You gotta hang in there. You got to keep trying, That’s the most important thing.

Dawn: Yeah. And there’s always the next level too. Cause now I’m like, okay, I did all that. Okay. And I feel like once your next book coming out, I’m like oh, okay. I’m like wait this one first. I’m like, ah, okay. See, now I’m like, I have ideas for that. I’m like, okay, now it’s like time for all this. I’m like, I want to do this because I believe in work-life balance.
I love what I do, but I also want to have a life. I got, I love traveling. Traveling is great. Yeah, I want to just do what I want whenever I want and just have like total freedom. And then it’s also being a role model for your clients. Okay. You guys could do with you.

Ken: Absolutely. All right. Cool.
Anything else that that comes to mind that you’d like to talk about it? First of all, I guess I’m a little naive in terms of what do you mean by manifestation?

Dawn: I might’ve like when you want something if you really want something, so I have this little prayer thing that I say, and then it works.
So whatever you’re asking for, you’re going to get it. Sometimes it’s not in the way you expect it. But you always get exactly. What you need for example, like some even like a parking spot or here’s something stupid oh, like my apartment, like I’ll like manifest oh, I really want this kind of apartment.
You give very detailed, be grateful that you already have it now. And then, boom, it just happens. Like I did that for my other part, my dream car. I got my dream car by doing that kind of like a visualization technique and being grateful before you already have it. And then that just attracts attracted to you.
I don’t know if you ever watched the secret. That’s what it is. But you have to put action towards it. Like you say the prayer and then yeah. And then you let it go in a new company. Like I said, this guy manifested his house. We did it and he didn’t get the house he wanted, but I said, part of that is saying or something better.
And then he called me a month later. He’s you were right. Guess what? I got a house it’s $50,000 less. And it’s better than the one that I wanted.

Jim: Yeah, we used to do, I’ve done that quite as often. I think what works is you take a picture or make a Mirage or something or not.

Dawn: You could do vision boards. I’ve done that.

Jim: vision board and hanging on the refrigerator and you look at it about three, four times a day, and that goes into your subconscious and your, and you’re sleeping at night. Your subconscious is just okay.

Dawn: Yeah. And it just, it happens. And if any of your listeners are like, I know we’re live.
So if they’re listening to. They could email me or go to my website and then email me and I can get you signed up for my manifestation power hour. I’m going to do with each one was on the call individually. So whatever you want, there’s a good chance you could get it. And that’s through my other company, DIA Dawn Santera, yellow enterprises.
And it’s Thursday, October 28th from seven to 8:00 PM Eastern time. And it’s only 99. But it’s going to be an awesome hour. So anyone who wants to check that out, just email me, go to my website, D S financial strategies and get in touch with me and I’ll send you the link for all that.

Jim: Cool. Awesome.

Ken: Very good.

Jim: good. All right, well done is this has been a great conversation about marketing on the essential financial advisor marketing show on finance Is there anything else that final comments you want to add to what you’ve already added a lot.

Dawn: oh, can I promote my book too while we’re at it?
So if you want again, you could go to my website and I could act and email me cause I could actually say you could buy personally autograph books for me or it’s wherever books are sold, Amazon Barnes and noble target. It’s all out there.

Ken: What’s the name of your book again?

Dawn: The spiritual path to prosperity. The truth about money revealed.

Jim: Okay. Yeah, that’s a great name. Spiritual prosperity. Investing’s always been about not only the numbers, but also about, financial mindset and behavior, financial behaviors. Oh, so important.

Dawn: Yeah. That’s probably, I think it’s the most important people ruin their portfolios.
And a snap and you, and that’s why you need to work on an advisor. Cause you’re, it’s your money. You’re too close to it. You’re gonna make stupid mistakes because you’re too involved. So that’s why I tell you most.

Jim: the whole reason why financial We have independent financial advisors on there, like yourself, that people can choose to work with because they’re third party, arms length. And they’re going to do the best for you because you pay them. It keeps the third party. I like you said, Don, if you get too close to something, you can’t see, you can’t see outside inside, you knew. So it’s good to have a a professional third-party advisor to actually help you get where you want to go.

Dawn: Yeah, exactly. Thank you. This was so great being on your show. I thank you again.

Jim: Thank you, John. Thank you, Don Sam, I’m going to say Santori Ellie

Dawn: or sanitary yellow

Jim: center. Yellow. I got it. Thank you very much with Diaz financial strategy. Be sure to get a copy of her book, the spiritual path to prosperity.
And of course I want to thank my co-host Ken Tucker for being on this show and until next time. Just keep going. And I, like Don says never give up and always to your success. Thanks again for attending today. And thank you Don, for being on the show.

Dawn: You’re welcome. Thank you.


You may also like

Leave a Reply

Your email address will not be published. Required fields are marked

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}

Get in touch

0 of 350