Podcast Host, Author, Coach and Keynote Speaker on Practice Management, CEO of Pareto Systems, Coaching for Financial Professionals
In the Best Interest of the Client A Process to Engage Strategic Partners For many professionals in your inner circle of strategic partners, and for those connected to your clients that you haven’t met yet, understand their wiring. It doesn’t always occur to them to proactively make introductions. Their head is down, grinding out their technical deliverables. They might think in terms of 101-level networking, but not all of them are very savvy beyond that. It isn’t an innate skill for everyone, and it certainly wasn’t taught to them in school. In the absence of the entrepreneurial pedigree – they’re running a practice not a business – there is a higher degree of skepticism when it comes to this type of initiative… Read the full article below 👇 #practicemanagement #businessdevelopment #growth #learning #business #thenextlevel #successs #processes #thebluesquaremethod #theadvisorplaybook #advisors #feeforserviceprofessionals #wealthmanagers #financialadvisors
