Ep 4: Building a Sales System for Advisors with Cory Chapman

Today’s guest, Cory Chapman of EFC Wealth Management, is someone we’ve been working with for a couple of years and have gotten to know well. He’s a great person and an incredibly successful advisor who is getting set to roll out a new program for other advisors to tap into. 

We wanted to bring him on the show to share a little more about his personal journey into the financial world and also talk about the systems and marketing plans that have made his business successful. This new program called Advisor Works will give other advisors a chance to utilize his sales system and make their jobs easier day-to-day.  

We’ve seen his structure and process first-hand as we help implement this new program for Cory and wanted to share a little more about the work that’s happening. 

 

Here’s some of what you’ll learn on this episode: 

·      Background on our conversation today.  (1:23)

·      Cory’s journey in the military, flirtation with law school, and how he found finance.  (3:55)

·      Details on the new Advisor Works program he’s launching. (10:29)

·      The marketing elements that will be a part of this new system. (15:27)

·      What other plans does Cory have in his personal practice? (20:14)

·        (28:38)

 

Learn more about Cory: https://www.efcwealthmanagement.com/who-we-are/about-cory/ 

 

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