How to grow your business through referral based sales and hiring the right team. Financial advisors need to be able to acquire new clients, retain current clients and to hire the right team to help them scale their business. Our episodes feature interviews with current advisors, episodes with practical training and application of referral based sales and the most effective process for hiring team members in the industry.
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How to grow your business through referral based sales and hiring the right team. Financial advisors need to be able to acquire new clients, retain current clients and to hire the right team to help them scale their business. Our episodes feature interviews with current advisors, episodes with practical training and application of referral based sales and the most effective process for hiring team members in the industry.
Nick is the owner of Peak Financial Management located in Broomfield, CO. He has a unique story about how he not only decided to become a Financial Advisor, but, also how he decided to pick which firm to join and then to buy.
The Financial Advisor Growth Show
How to grow your business through referral based sales and hiring the right team. Financial advisors need to be able to acquire new clients, retain current clients and to hire the right team to help them scale their business. Our episodes feature interviews with current advisors, episodes with practical training and application of referral based sales and the most effective process for hiring team members in the industry.
