Jun 20, 2018
Desiree’ Sii, SVP, Business Development for Sagepoint Financial & Beth Johnson, VP, Business Development for FSC Securities join the W Pulse to discuss business development within the broker dealer space, including practice management, serving as accountability partner and partnering with advisors to formulate business plans & value propositions, and identifying the best products and services for clients.
Desiree’ and Beth share success stories in partnering with advisors, best practices among women financial advisors, including client service and business operations, and the need for advisors to shift mindsets toward financial planning in today's fiduciary era to maintain a competitive advantage.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!