David Wright, Executive Director of Practice Development at M&O Marketing, recruits financial professionals and helps them reach new levels of success with their practice. David prioritizes the needs of everyone he works with and works diligently to ensure that they feel supported in the growth of their business. Using creative marketing, branding, and consultation, he has already proven to be a valuable asset since he joined the team in 2016 achieving exponential growth for the reps he works with.

Listen to this informative Your Life. Your Legacy. episode with David Wright as we take a look at the synergy between financial advisors and estate planning professionals, and how those two can work together to the benefit of both sides if there are similarities in processes or profiles. David and M&O Marketing help connect like-minded advisors and planners with each other, more clients, and more success!

Here is what to expect on this week’s show:

·        What is “total practice development” and how can it help your practice?

·        Framing expectations clearly and upfront when advisors and planners initiate a collaboration leads to a smoother, easier relationship

·        Having the client present for advisor/planner meetings can improve client relations and potentially improve referrals from that client

·        How M&O Marketing helps connect and develop financial advisors and estate planners

·        The true importance of those professionals that have an impact on someone else’s life cannot be understated

Connect with David:

www.mandomarketing.com

LinkedIn: linkedin.com/in/david-wright-wms-485b39a3/

Instagram: instagram.com/teamdavidmomarketing

Facebook: facebook.com/mandomarketing

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