What You'll Learn In Today's Episode:

  • Recruiting and retaining A players requires showing them a clear plan and path for their career growth.
  • Supporting team members and giving back to the community can help strategically grow your business.
  • Charging for prospect meetings can help financial advisors deliver massive value and ensure a sense of responsibility.
  • The value provided during prospect meetings should focus on answering their questions and concerns.

In this episode, Amber first reviews the key takeaways from Monday’s episode where Jonathan Reynolds shared his key tips to helping your team members stay long-term . She discusses the importance of recruiting and retaining A players by showing them a clear plan and path for their career growth. She also highlights the significance of supporting team members and giving back to the community. Additionally, she explores the strategy of charging for prospect meetings and the value it brings to financial advisors.

Recommended Podcast

Enhancing Client Communication and Interactions

Answering questions with confidence and understanding from experience.

See More

The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

Understanding a client’s perspective.

See More

Bad Ways to Answer Clients [Episode 256]

Answering those tough client questions.

See More

Contact Us