How I Have Lunches with COIs Every Week—I Bit the Bullet
AdvisorRadio Podcast for Financial Advisors by Horsesmouth
English - June 06, 2017 14:15 - 21 minutes - 14.8 MB - ★★★★ - 10 ratingsInvesting Business investing financialadvisor financialservices Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: How a Virtual Meeting Tool Ramped up My Client Education Efforts
Next Episode: Dealing with Political Inquiries from Clients
What's Working Now: This advisor bit the bullet and hired a second full-time admin to schedule his meetings with COIs and improve his client outreach.