Ep113: Directional Advisors

A CFA charterholder and active researcher, Franklin Parker is an international speaker and author of dozens of peer-reviewed articles and trade publications including his 2023 book with Wiley, Goals-Based Portfolio Theory, a #1 new release on Amazon. In 2017, he won the NAAIM Founder’s Award for his work incorporating business cycle analysis into goals-based investing. Franklin serves on the advisory board of the Journal of Wealth Management, and his written work has appeared in Forbes, Financial Planning Magazine, Enterprising Investor, RealClear Markets, CityWire, Foundation of Economic Education, Journal of Behavioral Finance, Journal of Wealth Management, and many others. Since beginning his career in 2007, Franklin has been dedicated to helping investors of all kinds achieve their goals using financial markets. Listen to this insightful RIA episode with Franklin Parker about his firm, Directional Advisors. Here is what to expect on this week’s show: - How marketing is essential for financial advisors and registered investment advisors if they want to reach the right people. - Why many advisors would benefit from a system that consistently connects them with the right clients without excessive effort. - How there are two main approaches for lead generation: networking while actively prospecting or hiring a marketing firm. - Why having better ideas lets people achieve better results in their lives and businesses. - How Directional Advisors aims to provide hyper-customized solutions to the mass affluent with the help of technology. Connect with Franklin: Links Mentioned https://directional-advisors.com/