Leveraging annual reviews to add value and grow your business. [Episode 27]

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Af Jim Martin, Gregg Gonzalez, Jeff Coplan & Brad Warhurst - Rainmakers, Jim Martin, Gregg Gonzalez, Jeff Coplan, and Brad Warhurst - Rainmakers. Opdaget af Player FM og vores brugere – copyright tilhører udgiveren, ikke Player FM, og lyden streames direkte fra deres servere. Tryk på Abonner-knappen for at få opdateringer i Player FM, eller kopier URL'en til en anden podcast-app.

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.

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36 episoder