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NTSA WOWcast: Service and Building a Business

 

In Episode 5 of the WOWcast series, past NTSA President and inaugural NTSA Elite Advisor Randy Aranowitz speaks with 2016 NTSA President and 2019 Elite Advisor Robert Young, President of One2One Wealth Strategies.

In Part I of Episode 5, they discuss Young building his business and his efforts to serve clients and enable them to maintain relationships with their providers. In Part II, they discuss using a fee-based model, succession planning, recruiting and training.

WOWcast Episode 5 is available here.

Segment 1 of Episode 5 is available here.

Segment 2 of Episode 5 is available here.