The exhausting old way of doing business (where advisors and financial reps were expected do it all i.e. see people, get referrals, call referrals, do case prep, prepare feeder lists, search for new prospects, answer complicated questions from clients/prospects, develop ‘centers of influence’, go to networking meetings, direct staff on client appreciation events, hire staff, do all client review meetings, manage website / linkedIn / facebook, etc., etc., etc.) is DEAD.
And frankly, good riddance…
Andrea Bullard has been helping Advisors hire great people, get staff ‘buy in’, create efficient, repeatable business systems, and build some of the best teams in the industry for over 20 years. She and her team will be sharing their secrets with you and your team so you can do the same. In addition, you will learning and sharing best practices with other Financial Advisors/Reps and their teams on how they are building their businesses and what they are doing today. This will be a “Game-Changer” for your business.