Brandi, a professional CrossFit instructor in Nashville, shares her insights about working with a variety of people, and their individual objectives. Since a big part of her role is helping people push past mental and physical barriers, Brandi shares her advice, and solutions that can help wealth management clients and team members push past their barriers as well.

Brandi, a professional fitness instructor, joins us this week to unpack parallels from the world of fitness and how they can apply to wealth management advisors and their client relationships.

Recognizing the various influences and realities in your client’s lives, and factoring these into your interactions, is a game-changer with your connection to clients and prospective clients.

Dan Frost, our Client Advisor Associate & former All-Big 10 basketball player, discusses successful approaches to developing talent for your Wealth Management Firm.

Our Client Advisor Associate, Dan Frost, continues the discussion about strategic recruiting practices that benefit your Wealth Management Firm.

We continue our series on Basketball & Business with our Client Advisor Associate, Dan Frost, and some specifics on how skilled recruiting plays an integral role in your Wealth Management Firm.

This week, our Client Advisor Associate & former All-Big 10 basketball player, Dan Frost, will explore parallels between college basketball & Wealth Management Firms.

As we wrap up our Advisor Growth Series, we’re concluding with a recap to help advisors implement the content in an effective manner.

This week, we continue our focus on the three stages of relationships with prospective clients.

Using our 3-stage approach with a prospective client generates meaningful interaction, and puts your Wealth Management Firm in a good position for growth.