Leading with Education
This series is a conversation with top advisors who are growing their business by leading with education. While most advisors incorporate education into their business in some way, truly unique advisors use it as a primary means to grow their business and build their local brand, while also serving their community. Learn from the experts each month.
Episode 4: How a highly-customized, education-first approach from the very first interaction leads to transformational growth.
Episode 1: Why education works and the insights that help us reach your ideal client.
Episode 2: The impact of direct mail for independent financial advisors and what to consider when you are planning your next campaign.