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NTSA WOWcast: Service and Building a Business, Part III

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 Parts III and IV, they discussed onboarding, sales processes, client experience and client success stories. In Part V, they discuss Richard Ford’s legacy, the new Richard Ford service award and what the NTSA means to Young.

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.

Segment 5 of Episode 5 is available here.