IDEAL Plans Ideal Advisors

Ep 14 - Decisive Business Development During the Pandemic


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In this episode we'll talk about Decisive Business Development.  As the coronavirus pandemic unfolds, financial advisors have a choice to make: play defense and wait for the crisis to pass or step up and position themselves for substantial growth as this crisis fades.  We will discuss just three things:  what to say to your clients during this unprecedented time that will help you better understand how to help them, how to reach out to other professionals to help them with their marketing, and how you can tie it all together by doing webinars that will drive in new business.  

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IDEAL Plans Ideal AdvisorsBy Richard E. Boone