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Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years with Troy Sharpe
Financial Advisor Success
Aligning Advisor Roles with Personalities in a Financial Company
In a financial company, there are lead advisors responsible for business development, senior planning advisors for ongoing relationships, and associate advisors on a career path to earning CFP designation. Aligning advisor personalities with their roles is crucial, as lead advisors focus more on new business development, while senior planning advisors nurture client relationships. The associate advisors are typically younger, working towards their CFP designation, learning the company's processes and tax planning. Paraplanners assist different advisors, and a unique aspect is that advisors are not burdened with paperwork like new account applications.
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