Best Practices for Building Exceptional Financial Planning Teams

When building a successful team as a financial planner many of us often want to hire people that remind us of ourselves. It feels easier, more comfortable, and more secure. But this tends to be a mistake.SUGGESTED STEPS:1. Define the common core characteristics that are critical for each team member and yourself such as Loyalty, […]

Communicate more clearly with your clients

 Digital Marketing 4 Financial Planners · S2 EP07 | Communicate more clearly with your clientsPodcast CommentaryIn today’s episode, Julie Johnson and Jake talk about how to create a higher quality of communication with your clients as well as your family and friends. She believes generations have very different expectations/drivers. You must know what they are to […]

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