Part of what I bring to financial advisors is staffing advice…
Many of the professionals I consult have offices with 3-6 individuals in them (some more). And I repeatedly get questions about how to maximize efforts of those support people and subadvisors. So in a proactive manner, I’ve teamed up with one of the top office training professionals in the country – Gina Rainey.
Gina’s website (www.gettingyouinthegroove.com) can give you complete details. But in summary, her consultation is a complete package for financial advisors and their office structure. I’ve personally witnessed her partnered consultation dramatically increasing bottom lines around the country. Many times her ideas have a six-to-seven figure impact on sales and bottom lines!!!
Today I’m offering the latest co-opted training for FREE – “The Who, What, When & Where of Hiring a Marketing Assistant”.
Tweak your existing processes with these ideas or hire a new person with them!
Either way it’s time to implement and thrive!