Leadership Secret for Financial Advisors

17

Nov

10 Leadership “Secrets”

There are many effective styles of leadership, probably, as many as there are different personality types of employees and bosses. That said, there are several secrets to leadership in any organization and becoming a better leader overall. Leadership Secret 1: Vision You must have a clear and compelling vision for the future of your organization. These are[…]

Seminar over lunch. Image by thumprchgo from Pixabay

16

Nov

Lunch and Learn Ideas for Financial Advisors

Lunch and Learn events are the perfect way for financial advisors to generate leads and reach prospects. In most cases, lunch and learn participants choose to attend your event so you know they’re interested in what you have to say. These events can last from 30 to 60 minutes so you should optimize your presentation for that[…]