By Antoinette Rodriguez, MBA
Quite possibly, the number one factor as to whether a financial advisor becomes a million dollar producer, is the ability to manage and leverage time.
Some of the tactical strategies of top financial advisor time management include: mastery of target marketing, referral marketing, team management, circles of influence leverage and the use of customer relationship management (CRM) platforms.
Watch the video above to learn more…
Need advice on your Marketing Plan, business strategy, partnership issues or sales training to help your staff become better rainmakers? Contact Antoinette Rodriguez today for a complimentary consultation.