Series Summary: Check out our 3 part mini series with guest Troy Korsgaden focused around becoming a Discussion Partner with your clients. Episode Summary: In this episode Troy talks about getting out ahead of problems and the importance of using simple language with clients. Listen to the series from the beginning here!
Firm Development
Secrets from the Best & Brightest with Troy Korsgaden: Ep. 2
Topics: agency development, centers of influence, client experience, COIs, Firm Development, MultiLine, troy Korsgaden
Series Summary: Check out our 3 part mini series with guest Troy Korsgaden focused around becoming a Discussion Partner with your clients. Episode Summary: In this episode Troy talks about the importance of working with expertise partners to become your clients go to for all their financial service questions. Check out the next episode in…
Secrets from the Best & Brightest with Troy Korsgaden: Ep. 1
Topics: agency development, centers of influence, client experience, COIs, Firm Development, MultiLine, troy Korsgaden
Series Summary: Check out our 3 part mini series with guest Troy Korsgaden focused around becoming a Discussion Partner with your clients. Episode Summary: In this episode Troy talks about how to transition into a discussion partner role based on your clients goals and your relationship with them. Check out the next episode in the…
You Ask, We Answer Resource Roundup Edition: Digital Leadership
Topics: developing others, Firm Development, inspiration, Leadership, Motivational, recruiting, technology
Just because you’ve been doing something for a year doesn’t mean you have all the answers. For this special edition of You Ask, We Answer, we’ve identified some of the biggest questions relating to leadership in this digital age and found just the right Finseca resources to answer those questions. You ask: How can I…
TOPIC: Business Organizations Fundamentals: Which Entity Choice is Right for your Business? MARKET TREND: As businesses of all types reflect on the goals they hope to achieve in the new year and beyond, now is the time to consider if a current organization is best suited to reaching those goals, both short- and long-term. SYNOPSIS:…