Dave Zoller
Dave Zoller is the co-owner of Streamline Financial, an advisory firm near Chicago. In an effort to grow their firm in 2019, Dave and his business partner, Tim, set out to test various advisor marketing methods. Fast-forward 18 months and they started getting 50 people reaching out to them for an intro call every month. As they continue to run their firm, they're also sharing their marketing tactics, growth strategies, and practice management tips so that other advisors can succeed as well. Learn more here .
Articles by Dave Zoller
- Practice Growth
Charlie Munger’s First-Meeting Question That Reveals Everything
Financial Advisors, Here's a different way to find out a client's real problems or concerns in the first meeting.
- Practice Growth
Navigating the Unseen Path to Advisor Success: Growth Amidst the Illusion
Heard of the iceberg illusion, right? It's that classic image of success, where the tip of the iceberg represents the awards, accolades, AUM milestones
- Practice Growth
How Top Advisors Build Strong Connections In The First Meeting With Prospects
If we don't connect in the first meeting, we don't have a chance at helping new clients. #advisors #investing #success