Becoming a Top Producer from Kara Stewart, CLTC

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In todays Advisor Insight, we’re going to learn how an overnight layoff & California wildfires that froze Kara’s community forced her to simplify her business resulting in a 1600+% ROI on marketing efforts, over $10,000 of educational resources given away for free, and having thousands of local raving fans and prospects.
How to Become a Top of the Table Producer - with Kara Stewart
Table of Contents

Introduction

When a Phoenix dies, it doesnt fade away.

Because it’s meant for more.

It explodes into flames to be reborn stronger, faster, and smarter.

And thats why Kara went from having zero referrals to becoming a local legend with a fully staffed team and a beautiful office in America’s favorite wine country.

In todays Advisor Insight, we’re going to learn how an overnight layoff & California wildfires that froze Kara’s community forced her to simplify her business resulting in a 1600+% ROI on marketing efforts, over $10,000 of educational resources given away for free, and having thousands of local raving fans and prospects.

Here’s What We Cover:

1. The #1 reason to go independent

2. Easy success levers to pull in your community (if no one knows you)

3. Only 3 golden rules for struggling advisors

4. The first employee you need to hire (& when)

5. How to transition from cold outreach to family dinner invites

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Tyson Bailey
Tyson Bailey

With a rich background in both Financial Planning and Digital Marketing, I Tyson founded Trained Advisor to support Financial Advisors and Independent Agents in today's digital age. On my hands-on experience, from Penn Mutual to Camas Consulting, ensures you're in expert hands.

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