Sales Training and Coaching for Financial Advisors for Acquiring New Clients
By Amy Parvaneh
I had the pleasure of being on Michael Kitces' Financial Advisor Success podcast in 2018. Podcasts are new to me, but a great avenue for getting my message out to those who don't have the patience to sit down and read a long blog!
Michael speaks at 50 – 70 conferences every year to try to share his knowledge with other advisors, and his Nerd’s Eye View blog reaches more than 200,000 unique visitors every month.
It was an honor to be asked by him to speak about my experience as a financial advisor when I first started out, my success stories, as well as best practices that I see with advisors as a coach to them.