Ep 322 Developing New Advisors To Grow Their Books Of Business With A (Supported) Focus On Activ...
Free
1 hour 29 minutes
English

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Description

The content explores the concept of developing new advisors within a financial planning firm. It highlights the importance of mentorship and education in helping newer advisors gain deeper knowledge of financial planning and eventually grow their own book of business. A proprietary training system, CADs (Crillogy Advisor Development System), is discussed, which pairs newer advisors with senior advisor mentors to support client-based work and practice activities necessary for growing their business. The implementation of a 021FA activity tracking sheet, based on concepts from the book '0 to 1' by Peter Thiel and the 75 Hard fitness challenge, is also mentioned as a strategy for tracking progress and growth. This content likely assumes some prior knowledge in financial planning and advisor development, but it provides valuable insights into how firms can support their newer advisors in achieving success. learn more

Professions

Wealth Managers Retirement Specialists Portfolio Managers investment advisors financial planners Financial Advisors Entrepreneurs Business Owners

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