About the author:
Dave has nearly 15 years of operations management and sales experience in small business and client service organizations. An avid sports fan and aspiring musician, he received an MBA with Distinction from the University of Wisconsin-Parkside and a Bachelor’s of Science in Business Management with concentrations in Operations and Human Resources from University of Wisconsin-Parkside. He studied international business while attending school in China and also completed a sales certificate program at the University of Wisconsin-Parkside which is only 1 of 2 programs accredited by the University Sales Education Foundation in Wisconsin, and 1 of 55 nationwide.
What does every new financial advisor need to do when they first break into the industry? Obtain new clients. Advisors, however, often have difficultly defining their prospecting strategies.
I recently had the opportunity to attend the LPL Focus conference in San Diego, California. I would like to start out by thanking our hosts for the opportunity to attend (it was our first time) and for their hospitality.
Do you feel like you do not have enough time to create your own content to deliver to clients? Are you sending your client base content that does not relate to them?
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