Taming the Four-Headed Dragon
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A MUST-HAVE GROWTH GUIDE FOR FINANCIAL ADVISORS
This four-part series kicks off with business development support for Financial Advisors. FAs need to balance 4 key activities in their job - managing existing clients, prospecting for more, marketing their services and dealing with administration. These for actives are actually dragons that sap the energy of key activities at key times. The best advisors learn to balance them all by allocating the right time and resources to prospecting. Create your own growth plan with help from Bill Walton, nationally recognized sales coach and author.
This four-part series kicks off with business development support for Financial Advisors. FAs need to balance 4 key activities in their job - managing existing clients, prospecting for more, marketing their services and dealing with administration. These for actives are actually dragons that sap the energy of key activities at key times. The best advisors learn to balance them all by allocating the right time and resources to prospecting. Create your own growth plan with help from Bill Walton, nationally recognized sales coach and author.