Financial Advisor Best Practices: What’s Working (and What’s Not)
February 10, 2022
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.
- 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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