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April 16, 2025 34 mins

How can we effectively train and support the next generation of advisors in business development?

With many firms expanding and evolving, there’s often a gap between the hustle of founding rainmakers and the expectations of newer advisors who may not resonate with high-pressure sales tactics.

In this episode, Kristin explores a modern, scalable approach to creating a business development engine.

Listen in to hear how to provide a consistent client experience while enabling advisors to stand in their strengths.

Kristin shares:

  • What it takes to build a marketing-driven organization.
  • How to create clarity with brand strategy and a branded client journey.
  • Tips for setting up advisors to be able to walk prospects through your process with confidence.
  • How to match advisors’ strengths with business development strategies.
  • How leadership can create a supportive, growth-focused culture.
  • What to know about ROI, KPIs, and setting daily expectations for advisors.

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