What's Working Now: This advisor hosts parties for clients on the
verge of retirement as a way to show his appreciation and honor
this important milestone event. The strategy also helps promote his
firm's brand and gain new clients.
About the Podcast
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.