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Maintaining relationships with clients is crucial for financial advisors. And one of the ways to do this is by constantly connecting with them about their interests or things they care about. In this episode, Brad Swineheart is joined by Andrew Saksa, Senior Vice President Business Development at ReminderMedia. Andrew explains the importance of staying connected … Continue reading Building Relationships Through Magazines with Andrew Saksa (Ep. 48) →
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Rechercher les épisodes précédents de Be Advised with Brad Swineheart.
AUTRES ÉPISODES DANS CE PODCAST
When looking to attract new clients, it is vital to understand what the landscape looks like before you jump back into the same old prospecting routine.
By strengthening presentation skills, many advisors have learned how to communicate effectively both in person and virtually to connect with pros…
Advisor success often leads to new problems:
For example, when running our own business, it is natural to want to step into each business role to stay true to the brand we are creating. Although admirable, it is almost impossible to manage every single process.
By delegating, coaching, and offeri…
Have you ever felt like a general 9-5 office job may not be for you? Wondering what it would be like to work for yourself and manage your own business defined by your rules and processes?
Then self-employment might be the direction for you.
Although managing your own business may seem like a nev…
When looking to secure clients and referrals, you get to decide how you are viewed online and what assets you bring to the table. The key is confidence and authority. By creating a presence online and emerging yourself across various platforms, you are creating the most authoritative version of yo…
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