
Ep 288: Transitioning From (Divorce) Attorney To (Divorce-Specialized) Financial Advisor with Patrick Kilbane
Financial Advisor Success
What's Your Business Development Process?
Glen: My firm, we are a focus financial partner firm. I think my business development strategy has been very informal. And what i'm working on right now is trying to figure out how to systematize it and make it more efficient. So that's an ongoing process, but i'm working with some of my folkas partners on trying to figureout how to make that more systematized.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.