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 Parts I and II of Episode 5, they discussed building a business, serving clients, using a fee-based model, succession planning, recruiting and training. In Part III, they discuss onboarding and sales processes; in Part IV, they discuss client experience and client success stories.
WOWcast Episode 5 is available here.
Segment 1 of Episode 5 is available here.
Segment 2 of Episode 5 is available here.
Segment 3 of Episode 5 is available here.
Segment 4 of Episode 5 is available here.
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