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In this podcast we welcome Alanah Phillips of Lincoln Financial Network to talk with us about a highly effective strategy for cultivating rewarding relationships with Centers of Influence (COIs) in 2020.
Enjoy!
Music is Arp Bounce by Geographer
Does the emergence of new technologies such as TAMPS and roboadvisors have
Is it actually possible for financial advisors to get leads from social
Despite what is commonly believed, financial advisors aren’t competing with the robos;
If you’re not texting your clients, here’s why you should join “Team Text Message.” In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do’s and do not’s, and the rules you should follow when texting with clients.
