Episode Details

Back to Episodes
Leads? Planning Fees? Training vs Selling?

Leads? Planning Fees? Training vs Selling?

Season 2 Episode 271 Published 1 month, 2 weeks ago
Description

This week’s Friday 15, we're welcoming Carolyn from KHM Travel Group. Let’s have some fun, plus some questions to discuss this Friday at 12 pm CST. Join us!

  1. I’m still pretty new and don’t have a huge client list yet. What would you focus on first to actually start getting consistent leads?
  2. How do you get comfortable charging planning fees when you’re a newer advisor and still feel like you’re learning?
  3. How much time should a newer advisor actually be spending on training versus trying to find and sell to clients? I feel like I could take supplier trainings forever!

RESOURCES:


Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us