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 188 - Building a Valuable Advisory Board With Stephen Wershing
Episode 187 - Client Insights With Julie Littlechild
Episode 186 - Building External Relationships and Growing your Business - With Matt McGowan
Episode 185— 14 Rules of Advisor Marketing Success
Episode 184 - A Guide to Success and Enjoyment for Investment Advisors — With Bob DiMeo
Episode 183 — Enhancing Your Business With the Psychology Behind People — with Genevieve Thayer
Episode 182 — How to Secure Solid Introductions — Referrals Mini-Series Part 3
Episode 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2
Episode 180 — How to get Referrals Without Asking — Referrals Mini-Series Part 1
Episode 179 — The Power of Podcast Marketing — with Ben Jones
Episode 178 - Show Your Clients How to RetireReady — With Ed Dressel
Episode 177 - 7 Steps for Strategic Risk-Taking — with Craig Hersch
Episode 176 - Uncork Your Productivity: Part 2 — With Patty Kreamer and Michelle Donovan
Episode 175 - Uncork Your Productivity: Part 1 — With Patty Kreamer and Michelle Donovan
Episode 174 - Start Creating Documented and Repeatable Systems — With Dean Soto
Episode 173 - Cracking the Code to Customer Devotion — With Shawn Moon
Episode 172 - Make Your Brand Powerful and Consistent Across Locations — With Austin Schmitt and Elijah Kovar
Episode 171 - Start Interrupting Your Patterns — With Jon Dwoskin
Episode 170 - #BeYourOwnLoud
Episode 169 - Breaking Money Silence® with Kathleen Burns Kingsbury
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