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 208 - The New Dynamics of Social Event Marketing— With Ryan Van Sickle
Episode 207 - How to Find Your Resilience
Episode 206: 3 Marketing Trends for Advisors Who Want to Stand Out — With Jillian Bannister
Episode 205 - The Time for Succession Planning Is Now — With George Hartman
Episode 204 - Transform Your Thinking for Better Digital Marketing Outcomes — With James Robert Lay
Episode 203 - Going All-In With Online Millennial Entrepreneurs — With Danielle Granger Nava and Dustin Granger
Episode 202 - The Evolution of Advisor Marketing
Episode 201 - How to Turn Your Clients Into Raving Fans — With Luke Acree
Episode 200 - Top Things We Have Learned in 200 Episodes
Episode 199 — Why Your Team Needs a Masters in Inspiration — With Marlo Higgins
Episode 198 - Identity Theft Protection: Life’s Newest Necessity — With Dana Mantilia
Episode 197 - Magnetic Marketing and Operational Mastery — With Brittany Anderson
Episode 196 - 4 Steps to the Perfect Marketing Strategy
Episode 195 - Breaking Through Call Reluctance — With Connie Kadansky
Episode 194 - How to Power up Your Marketing Today— With Mark Mersman
Episode 193 - Educational Seminars: A Valuable Item in an Advisor's Marketing Toolbox — With Mike Thurman
Episode 192 - 6 Ways Podcasts Make You a Better Advisor
Episode 191 - What does it take to build a million-dollar company?
Episode 190 - The Truth about Marketing ROI
Episode 189 - How to Differentiate Yourself and Influence Clients — With Jack Martin
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