Jan 13, 2022
Today, Cory Swain, the Vice
President of Advisor Development at Advisors Excel,
joins us. He’s helping advisors
improve their marketing tactics while scaling their business. Cory
and his wife have been married for over ten years and have three
children. In his free time, he enjoys surfing and
traveling.
Cory
finds balance and synergy by involving his spouse in his career
journey. Family life and work-life don’t have to be separate for
Cory. He finds the more his family understands his work, the more
time they spend together.
A
lot of us struggle with delegation when our businesses start to
grow. But the next thing you know, you are spreading yourself too
thin. Cory is helping good advisors become great CEOs through
marketing, delegation, and balance.
What we further discuss in today’s episode:
- Having a bigger purpose when we set goals
- Why advisors struggle with delegation, hiring, and running a business
- Finding the things you love to do and learning to let go of the rest
- How marketing has changed since 2020 and what the future holds
- What factors make an advisor successful in virtual work
- How Cory’s business takes good advisors and makes them great CEOs
TIMESTAMPS
1:12 – Living in Kansas, but loving to surf
3:52 – Cory’s definition of balance
5:51 – Understanding why we are here
7:58 – Struggles advisors face
10:40 – Having a hard time letting go
14:40 – Learning to let go
16:28 – Marketing changes after 2020
19:30 – Balance when working from home
25:53 – Cory’s marketing approach
27:17 – Things you can do differently
30:00 – Contacting Cory and The Proven Way
RESOURCES
Learn more: Cory Swain and The Proven Way
Email: travis@travisparry.com
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