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MarketCounsel Summit Series: Make Your Move with Mark Albers
Top Advisor Marketing Podcast
English - December 26, 2018 15:00 - 29.5 MB - ★★★★★ - 34 ratingsTechnology Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: MaketCounsel Summit Series: Breaking Away with Todd Thomson
Next Episode: Ep 128 – Four Steps to Marketing in 2019
Are you a wirehouse advisor who’s thinking of striking out on your own? Our next guest in the MarketCounsel Summit series has plenty of experience with helping advisors make that big decision.
Meet Mark Albers, president and CEO of Kinetic Strategic Partners. In this episode, Mark explains the science and art of helping advisors figure out what to do—stay or leave the big firm. He also speaks to the rest of the transition process, uncovering overlooked growth plan issues and the importance of building your own brand recognition. Tune in now to learn more!
Resources: Kinetics Financial Advisors | MarketCounsel Summit