This post is intended for financial professional use only.
Various characteristics separate good financial advisors from the bad and the successful from the unsuccessful. A successful financial advisor does more than manage money. They’re great at maintaining relationships, which helps in converting prospects to clients. The process of prospecting and nurturing clients takes time— time away from the operational and other essential functions necessary to run your business.
In this episode of Money Script Monday, Sal discusses the 4 stages of advisor growth and shows how to best utilize back-office support to free up your time and reach the next level. If you’re interested in learning about the back office support & compliance integration network that’s saving advisors 4-5 hours per day, click the button below to register for The LifePro Asset Management Investment Webinar on Thursday, January 21st at 10 a.m. PST.
Resources Provided for This Episode
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