Ep #29: Building a Virtual Firm by Marketing Locally with Eric Roberge


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Over the last 28 episodes, we have talked about a lot of different topics, some more in depth than others. This week, however, we're covering a subject we have never fully discussed.

Today, I am excited to bring you a first on #XYPNRadio -- a return guest! Eric Roberge shares how advisors can build a virtual firm by marketing locally.

Eric is the founder of Beyond Your Hammock, a financial planning firm based out of Boston. He is a founding member of the XY Planning Network, and was one of the first 30 advisors to join the XYPN movement.

Eric and I have been friends for a long time and talk frequently. Recently, we talked about how he markets his firm and grows his practice. He had a lot of tips, suggestions, and stories around growing a virtual firm, and I knew we had to bring that conversation to our listeners.

Eric has found some truly awesome ways of integrating the traditional financial planners' face-to-face methodology with today’s technology. He's had a career that many financial planners could only dream of, and today, he shares how you too can bring the same level of success into your practice.

Listen in below!

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Listen to the Full Interview:

 

What You'll Learn From This Episode:

  • The ins and outs of virtual planning.
  • Why Eric chose to work virtually.
  • How to build trust virtually and in person.
  • How Eric was able to be a part of a BNI group, in a typically full financial planning position.
  • The difference between doing something that you do not like to do and what you are not good at.
  • How Eric became known as "the face of NexGen" in Massachusetts.
  • Eric’s secret weapon to getting more clients.

Featured on the Show:

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