97 Secrets of 2x advisors
Listen now
Description
At the Excel 401(k) conference in October 2019, we heard from a panel of advisors who managed to double their business in a relatively short time. How did they do it, and what ideas can you implement to help your practice grow at a faster rate? Our panelists, David Griffin of Atlanta Retirement Plans, Jania Stout of Hightower, and Robert Scherzer of Pensionmark, discuss what they learned on their path to 2x, including how they conquered the challenge of growing so rapidly. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
More Episodes
After five years and 136 episodes, it is time to say goodbye. In our last episode, we wanted to continue where we started this journey by providing all of you with some actionable ideas and learnings that might be helpful for your practice on the road ahead. We'll share stories and memorable...
Published 10/06/21
This month marks our five-year anniversary for the Better Conversations. Better Outcomes. podcast. In recognition of this milestone, we're going to throw back to our first episode. Every investor has a unique perspective on the world, unique reasons for investing, and unique goals for their...
Published 09/15/21