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2013 Top Financial Adviser Challenge: Engagement

  • Broadcast in Finance
Guide to Financial Peace

Guide to Financial Peace


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The world is changing faster than ever before and like it or not Financial Advisers must change or risk a declining client base, dissatisfied customers and ultimately regretting their career choice.  

How do advisers engage new and existing clients in a world of constant marketing exposure, decreased attention spans because of social media and a world where being dissatisfied is the now the rule?

Today No BS Money Guy Todd Strobel and Best Selling Author Kim Butler will discuss ways to grow your practice, improve client relations and WIN while the majority of Advisers are satisfied to sit around and complain about losing.