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 264 – How To Become an Author Without Writing a Single Thing –– With Seth Greene
Episode 263 – How to Help Your Client’s Adult Kids Figure Out Their Financial Future –– With Brian Ursu
Episode 262 - How To Be a Podcast Host That People Adore: Secrets From a Professional Host –– With Aric Johnson
Episode 261 – How to Use Original Content to Win Ideal Prospects –– With Jeremy Keil
Episode 260 – Is Your Digital Marketing Working to Convert Prospects? –– With John Lincoln
Episode 259 – What Facebook, LinkedIn, and Twitter Launched Once COVID-19 Hit –– With Julia Ritchie
Episode 258 – RIAs’ Digital Marketing Home Runs During COVID-19 –– With Andrew Healy
Episode 257 – Why It’s Time for Advisors To Replace Selling With Content Marketing
Episode 256 – How To Make It Easy for Prospects To Consume Your Content –– With Malcolm Ethridge
Episode 255 – How To Work With Underserved Communities and Still Attract High-Net-Worth Clients – With Adri Miller-Heckman
Episode 254 – How To Use Facebook Ads To Market To Your Ideal Clients –– With Kelley Doutre
Episode 253 - 8 Ways to Gain Competitive Advantage in Your Practice
Episode 252 – How to Create a Safe and Welcoming Space for LGBTQ+ Clients –– With Michelle Waymire
Episode 251 – 4 Ways for Advisors to Increase Prospect Quality Over Quantity
Episode 250 – Latino Communities Are Ready To Begin Talking About Their Money, But Where Should They Go? - With Jannese Torres-Rodriguez
Episode 249 – How RIAs Can Fulfill Every Compliance Requirement Without Sacrificing Time –– With Will Bressman
Episode 248 – Reasons for Advisors to Drop the Jargon and Start Using Sketches to Explain Financial Concepts –– With Carl Richards
Episode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi Karnell
Episode 246 – How to Fill Your Webinars With Fans (Instead of Skeptics)
Episode 245 – Stop Waiting to Start Your Own Financial Podcast –– With Mike Langford
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