Week in and out you plan the growth of clients' nest-eggs, but how often do you take the time to plan the growth of your own practice?
Beverly Flaxington, a marketing and sales expert and consultant, has been in the investment industry for over 25 years, and she has experienced first hand how little advisors plan for themselves. In this discussion with Ellen Rogin, she provides various action steps advisors can take to get proactive about building their books.
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