advisor training

All posts tagged advisor training

Top 5 Strategies for Virtual Business Growth

by Tiffany Markarian

Being in a virtual environment does not have to impair your ability to revitalize your business or growth strategy. In fact, working from home may be your ideal opportunity to do some behind the scenes work on your business. Below are the top 5 virtual business growth strategies you can execute in a remote environment to advance your business momentum.

Read More
Tiffany MarkarianTop 5 Strategies for Virtual Business Growth

The Flub Many Financial Advisors Make with Affluent Referrals

by Tiffany Markarian

Referrals are the reward and hallmark of any good business. As such, there are many scripts and approaches financial advisors will use to get new referrals. The challenge, if you ask most advisors, is the referrals they are receiving do not always meet their ideal “A” client profile. There is an inherent flub many advisors are making with affluent referrals.

Read More
Tiffany MarkarianThe Flub Many Financial Advisors Make with Affluent Referrals