EMERGING ADVISOR
PODCASTS AND ARTICLES

Emerging Advisor
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Building a business is all about communication and we’re all looking for ways to improve in that area. Today we talk with Adam Cufr, RICP®, to learn more about the strategies he utilizes to connect and serve clients. Plus, we’ll talk about the importance of using this year to evaluate your business and determine what communication fits you best.
Nearly every business across the country has been forced to implement some sort of virtual work environment and advisors are no different. From meetings to webinars, Sean and Scott have embraced the changes and adjusted to accommodate the needs of the client. Let’s talk about how that process has gone in our offices, what you should be doing, and why virtual is here to stay.
Developing a plan for driving new clients to the business can be a challenging and frustrating process but it doesn’t have to be. Marketing can be separated out into three pieces – the 3 M’s – and when those are all working together, results will follow. Today we’ll explore this strategy and share examples of how Scott applies this to the business.
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