The Elite Financial Advisor Podcast With Sten Morgan cover image

188 How Top Advisors Become Top Advisors. Learn The RESIST Framework.

The Elite Financial Advisor Podcast With Sten Morgan

00:00

Redefining Client Engagement and Leadership in Financial Advisory

This chapter explores innovative strategies for prospecting and client interaction in the financial advisory sector, prioritizing quality engagements over sheer numbers. It highlights the significance of strong leadership, team dynamics, and effective systems to foster sustainable business growth and improve client experiences.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app