Thomas Schroeder is the founder of Advisors Vision which offers tailored digital marketing for financial advisors. His work is designed to funnel appointments into the calendar’s of financial advisors on a consistent, reliable basis. 

Main Business Issues:

• Delegation and balancing working on the business vs. in the business

Thomas’s Key Insights and Takeaways:

• As an “OG” of the web development space Thomas is someone who has been around for a long time and developed quite an expertise in all things web and internet marketing 

• While that’s made him quite the expert it’s also been the main limiter towards his development because a lot of work falls on his plate to finish for clients

• The result of this is a lot less time for business development

• As we dove into the patterns he had around this the linchpin ended up being creating higher standards across the board on what he says ‘No’ to

• This opened up additional evidence where he does do this and how to take that experience into his drive to step into higher roles within his business 

Connect with Thomas

www.advisorsvision.com