02.10.22

Financial Advisor Best Practices: What’s Working (and What’s Not)

Financial Advisor Best Practices

Recently, I had the good fortune to speak with Bill Cates on the Top Advisor Podcast about financial advisor best practices.

On this episode, we discussed what best practices financial advisors using to success today.

Key Points

  • The top 3 challenges that financial professionals face in terms of client acquisition today.
  • The financial advisor best practices that he believes are game-changers.
  • Is LinkedIn the “New Cold Calling?”

Listen to or download the podcast episode here.

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