Ep 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth with Derek Gregoire
Financial Advisor Success
00:00
The Structure of an Advisor Firm
There's about 41 people in terms of like team members on the staff and that's divided up between operations, you know, selling advisors or we call senior advisors. The growth is essentially coming from them specifically taking on the clients that we're generating through our marketing efforts. And then we have four selling, producing advisors who that's all they do is sit with prospects in some of their goals.
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