STOP Doing The Same Thing As Every Other Financial Advisor | Elite Resource Team
February 24, 2023 | By Elite Resource Team
Financial Advisors
Jason reached a point where he was feeling bored with the same old retirement planning clients. He knew there had to be more out there, and he was right.
In this video, he shares some good feedback for financial advisors and insurance agents who want to learn how to attract more high net-worth clients and work in collaboration with CPAs and Virtual Family Office experts.