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NovHiring a marketing coach is an investment in yourself and your business. If you opt to work with a marketing coach, you should research your options before you commit. This ensures that you select someone capable of meeting your needs as a financial advisor. Selecting a coach that meets your needs doesn’t mean just looking for someone […]
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Nov(Excerpt from The Mile High Maverick) It’s been interesting over the last couple of weeks. We had a fabulous coaching call to kick-off March, with Toby Milroy and I extensively covering the new promotion and the A-Z of back to basics on the new client introductory process. Next, I made quick stops in San Diego, Los Angeles,[…]
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NovVirtual events and meetings have become more common over the years, and they’re more popular than ever thanks to changes caused by the pandemic. As a financial advisor, you should be prepared to utilize virtual meeting and presentation platforms. You may use them for smaller meetings, but not for larger events like webinars. While the platform is[…]
