Not All Financial Advisors Are Created Equal




BobbleOn show

Summary: <p>The DMs have been off the charts for Financial Advisors... The most common question: "How do I determine which financial advisor will be a good referral partner for me?"</p> <p><br></p> <p>Matt and Zack picked a specific DM, from Daryl, to highlight in their latest conversation. Daryl's insurance agency has a personal lines focus and he's been unsuccessful networking with someone from the financial industry.  They discuss why volume, the structure of the financial practice, and the advisor's proceess will be important to evaluate during your next meeting.</p> <p><br></p> <p>BobbleOn is a system to help businesses increase revenue, build a healthy culture, and create accountability throughout their organization.  Here's how it works:</p> <p><br></p> <p>1) Schedule your call (http://www.bobbleon.com)</p> <p>2) Customize your strategic plan and workshops</p> <p>3) Exceed your quarterly goals with a focused and unified team.</p> <p><br></p> <p>#BobbleOn</p>