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.
Resources:
- Recruiting Success: Insights for Hiring Financial Planners with Caleb Brown, MBA, CFP® (Ep. 24)
- The Fulfillment Framework: 7 Steps to Integrate Work & Life Success (Ep. 26)
- The Three Rs Framework: How Top Advisors Attract More Clients with Bill Cates (Ep. 27)
Connect with Kristin Harad:
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