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Not All Financial Advisors Are Created Equal

The DMs have been off the charts for Financial Advisors… The most common question: “How do I determine which financial advisor will be a good referral partner for me?”

Matt and Zack picked a specific DM, from Daryl, to highlight in their latest conversation. Daryl’s insurance agency has a personal lines focus and he’s been unsuccessful networking with someone from the financial industry.  They discuss why volume, the structure of the financial practice, and the advisor’s proceess will be important to evaluate during your next meeting.

BobbleOn is a system to help businesses increase revenue, build a healthy culture, and create accountability throughout their organization.  Here’s how it works:

1) Schedule your call (https://bobbleon.com)

2) Customize your strategic plan and workshops

3) Exceed your quarterly goals with a focused and unified team.


"If you work in the insurance industry and are not listening to this podcast, you’re making a mistake. Matt & Zack know what they are talking about and give you every technique they use for their own agency to help you GROW! Not only do they provide you with great advice, but they also make it very entertaining."

-Matthew.Turner, January 13, 2020

"This podcast will give you a little piece every week that you can implement weekly in your agency. Don’t miss the aha moment. Thank you guys..."

-Mattie Clark, August 23, 2019