Looking ahead and applying the lessons of the past can help in running a practice. And a panel of experts is ready to share their insights with you on how they built successful practices in an NTSA webcast on Friday, Oct. 10 from noon to 12:50 p.m. ET.
The webcast will be hosted by David Blask and moderated by NTSA Executive Director Chris DeGrassi, who will be joined by advisors Bruce Smith, Jerald Wozniak and Richard Dobson. They will offer tips on:
The webcast will be hosted by David Blask and moderated by NTSA Executive Director Chris DeGrassi, who will be joined by advisors Bruce Smith, Jerald Wozniak and Richard Dobson. They will offer tips on:
- creating a marketing plan
- establishing sales goals
- evaluating how to reach your goals
- generating recurring income by establishing permanent relationships with clients via constant contact and quality touches
- hiring in a way that ensures that the legacy we build is left in the hands of well-educated and competent young advisors
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