From New Hire to Leading with Planning: Developing Advisors with Ongoing Client Relationships
March 24
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- 11:00 am
- - 11:45 am
- Breakout Session
Simplify sales training by having a marketing focused selection criteria and develop advisors who understand the significance of a well-rounded financial plan.
This session walks through a practical model for teaching holistic financial planning, including how advisors are trained to price and deliver fee-based services. You’ll leave with a clear, repeatable framework you can use to build or refine your firm’s advisor training program.
