In Episode 3 of the WOWcast series, past NTSA President and inaugural NTSA Elite Advisor Randy Aranowitz speaks with EFS Financial Advisors President Kent Schutte and EFS Financial Advisors Senior Financial Advisor Josh Decker.
In segments I and II of Episode 3, they discussed their practice and marketplace, how they approach and reach potential clients, their philosophies for working with advisors, the agency career path for advisors, and hiring, training and motivational practices.
In segments III and IV, Shutte and Decker discuss their service philosophy, including: The importance of meeting the needs of clients at the different stages of their careers, showing appreciation to clients, communicating and engaging with clients, and ideas for marketing and practice management. They also elaborate on how the NTSA has helped them.
WOWcast Episode 3 is available here.
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