Jake Falcon
FollowEverything Jake personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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"And we use Salesforce to track all this. So they're labeled as wealth manager one. So we know kind of who's responsible for the relationship"
"Instead of the normal going over the eMoney and the holistic plan and the Black Diamond reports"
"I actually send them BombBomb videos checking in on them to see if they have any questions for me. So I'm involved just in a different way."
"Instead of the normal going over the eMoney and the holistic plan and the Black Diamond reports"
"We use a software called ScheduleOnce for our scheduler. And Jake and I will review that and look at inventory or whatever you want to call it."
"We're using Zax. It's been really good. So Zax is an AI note-taker designed for financial professionals and it will formulate a follow-up email that I'm getting copied on, which is great because I can kind of just peek in and see what's going on in the meetings."
"We did use ZoomInfo for a while. I think we downloaded quite a few from there."
"The new one we're using is Wealthfeed. I've been very pleased with Wealthfeed so far. We bought a couple lists from them and I've been very pleased."
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Clear filters"Dan Martell. I don't know if you've read his book called Buy Back Your Time. Very highly recommend to anyone who's building multi-team member business. I feel like he took a lot of good ideas from other business books and put it into one."
"influence is a really good sales book. If an advisor feels like they're stuck, I think influence is powerful."
"Traction's good. That's another good one that's non-financial related. I think that's a good one that people should read."
"G2's good. practice management."
"I love that book, Game of Numbers by Nick Murray. I read it. I asked Blake to read it when he started here, day one, we gave him that book. And he really liked it. We talk about it every week."
"I read Bill Good Prospecting Your Way to Success early on my career. That's a really really good one to teach you to handle no's, to just move on."
"The Million Dollar Producer, I think that's the name of that one. That's a good one, though. It's held well, actually."
"Phil DeMuth is original Ensemble Practice book was also incredibly good."
"Built to Sell is a good one. That's a real I really like that one a lot."
"I finally listened to The Intelligent Investor. I think it's good that an advisor should know what's in those books and what they say."
"Stocks for the Long Run. I mean, those are big, long books, but I think it's good that an advisor should know what's in those books and what they say."
"That's another good one, the five dysfunctions of a team is another good book."