3min chapter

Financial Advisor Success cover image

Ep 288: Transitioning From (Divorce) Attorney To (Divorce-Specialized) Financial Advisor with Patrick Kilbane

Financial Advisor Success

CHAPTER

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.

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