Oftentimes advisors want to grow their business and pass down their knowledge. To do so, they bring on interns and a lot of the time, it goes horribly wrong.
Has that ever happened to you?
Perhaps you weren’t great at managing, articulating your expectations, or you just haven’t found anyone you really connect with.
Joining our host, Matt Halloran, is returning guest Marci Bair and her partner, Victor Orozco, of Bair Financial LLC to discuss how you can build a successful partnership within your firm.
Marci made a previous appearance on Top Advisor Marketing Podcast where she discussed how you can truly niche yourself; however, she wouldn’t have obtained her current level of success if not for Victor.
If you’re thinking about broadening your firm and want to grow with someone, listen today to learn valuable advice on how you can make a lasting partnership.
Links: Victor Orozco LinkedIn | Marci Bair LinkedIn | Bair Financial LLC
Episode 80 - The 7 Dynamic Digital Prospecting Tactics: Part 6
Episode 79 - Joseph Merlino & Value Creation
Episode 78 - The 7 Dynamic Digital Prospecting Techniques: Part 5
Episode 77 - Larry Miles - It Starts With Culture
Episode 76 - The 7 Digital Prospecting Techniques: Part 4
Episode 75 - White Glove Workshops: Seminar Marketing
Episode 74 - 7 Dynamic Digital Prospecting Techniques: Part 3
Episode 73 - 7 Dynamic Digital Prospect Techniques: Part 2
Episode 72 - Willa Silver - Good Referrals, Good Sales!
Episode 71 - The 7 Dynamic Digital Prospect Techniques: Part 1
Episode 70 - 10 Commandments of Investing
Episode 69 - Speaking directly with your ideal audience with Tom Poland
Episode 68 - The Business Model for Lead Advisors
Episode 67 - How to Overcome Adversity with Dr. Jack Singer
Episode 66 - The Power of a Niche
Episode 65 - The Mindset of a Sales Champion
Episode 64 - Medicare Marketing for Complete Client Offering
Episode 63 - Behavioral Finance with the Emotional Investor
Episode 62 - Total Client Engagement with Duncan MacPherson
Episode 61 - The Myth of Multitasking with Dave Crenshaw
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Right About Now with Ryan Alford
The Marketing Secrets Show
The Agile Brand™ with Greg Kihlstrom
B2B Agility™ with Greg Kihlström
eCommerce Fastlane: Shopify Experts Share Strategies for Acquisition, Conversion, Retention | Grow Your Shopify Store with DTC Marketing Tips