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Indhold leveret af Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers, Jim Martin, Gregg Gonzalez, and Brad Warhurst - Rainmakers. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers, Jim Martin, Gregg Gonzalez, and Brad Warhurst - Rainmakers eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Leveraging annual reviews to add value and grow your business. [Episode 27]

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Indhold leveret af Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers, Jim Martin, Gregg Gonzalez, and Brad Warhurst - Rainmakers. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers, Jim Martin, Gregg Gonzalez, and Brad Warhurst - Rainmakers eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim and Gregg discuss the best way to hold annual reviews and how to add value to your clients while doing them.

Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge

Visit our website at: www.thefinancialadvisorsedge.com

  continue reading

76 episoder

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Manage episode 348234796 series 3361611
Indhold leveret af Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers, Jim Martin, Gregg Gonzalez, and Brad Warhurst - Rainmakers. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers, Jim Martin, Gregg Gonzalez, and Brad Warhurst - Rainmakers eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners, Jeff, Brad, Jim and Gregg discuss the best way to hold annual reviews and how to add value to your clients while doing them.

Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge

Visit our website at: www.thefinancialadvisorsedge.com

  continue reading

76 episoder

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