Persistency key to skyrocketing growth for young adviser
Courtney Nelson was recruited to turn around an entire state’s falling sales and succeeded — while mentoring 25 up-and-coming brokers.
Broker Protocol
Benefits Think What is the central aim of the broker-employer relationship?
Trusted advisers have an emerging opportunity to broaden their value to clients by embracing a new expertise around provider quality.
Shane Wolverton
Quantros, Inc.
Benefits Think What a proper business plan and perpetuation strategy can do for a brokerage
Two success stories demonstrate the benefits for advisers who developing a specific client market and succession blueprint.
Jack Kwicien
Daymark Advisors
Benefits Think How to make the most out of an industry conference
Advance planning optimizes results and turns any event into a productive business opportunity for a brokerage.
Jack Kwicien
Daymark Advisors