Next Generation Advisors

Is digital prospecting going to change your relationship with your clients?

How Digital Prospecting Can Help New Financial Advisors!

I work with financial service and insurance organizations on developing their next generation of financial advisors. I consult with insurance carriers, banks, independent agencies and commercial brokerages on their business development strategies. The last several years have focused on attracting, onboarding, and developing new team members and new producers. I…

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