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19. Wes Young - How to attract the right clients and manage a large virtual team
In this episode, Andy interviews Elite Advisor Member, Wes Young. Wes has had a 100% virtual practice since before it was cool to have a 100% virtual practice. He’s found tremendous success as an advisor and manages a growing team of advisors, paraplanners, and support staff.
One of Wes’ superpowers is in how he explains what he does in such a way that ideal clients are drawn to work with him. We discuss that method and more in this episode.
stenmorgan.com/19
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By Sten Morgan & Andy Traub
4.8
9191 ratings
In this episode, Andy interviews Elite Advisor Member, Wes Young. Wes has had a 100% virtual practice since before it was cool to have a 100% virtual practice. He’s found tremendous success as an advisor and manages a growing team of advisors, paraplanners, and support staff.
One of Wes’ superpowers is in how he explains what he does in such a way that ideal clients are drawn to work with him. We discuss that method and more in this episode.
stenmorgan.com/19
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