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.

What If You Can Transform Your Practice In 12 Months?

Make the first step and apply for your FREE Business Growth Session!

Apply Now!

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

The Real Risks of Retirement With Derek Tharp

It’s about how people actually value things

See More

Understanding Growth Metrics in a Bull Market With Michael Belluomini and Liam Heffernan

All revenue is not equal

See More

Encore Episode: You Are Only Cheating Yourself

Skipping critical steps can have significant consequences.

See More

Contact Us