Working with a Financial Advisor, Especially for Mutually Effective Business Development Purposes - RECORDING

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Working with a Financial Advisor, especially for mutually effective Business Development purposes!

Presented by: Chris Chipman

My boss is always on me to bring dollars in the door. How do I do that? Where will I get some "big hits" to keep him/her satisfied?

First of all, I need to "think outside the box" and build relationships with people that work with High Net Worth Individuals. I need to get to know them, find out what makes them tick, and then work with them for our mutual benefit. Chris will begin with a breakdown of the different types of Financial Advisors, then talk about how to build relationships with them and finally discuss some innovative ideas on how to work together to bring in those much coveted " dollars in the door".

 

Unless otherwise noted, prices for webinars are: CAGP Members: $35 (no tax) Non-Members: $50 (no tax)
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