Latest / Advisor Talk with Frank LaRosa
Power Performance – with Matt Reiner, Managing Partner, Capital Investment Advisors and Host of Bridging the Gap Podcast
Among the topics Frank and Matt cover are:
*Fostering advisor autonomy within a practice as a catalyst for learning and growth, while maintaining an overall culture committed to high performance levels.
*Tactics for implementing technology solutions to create a better client service model.
*Efficiency as an obsession and how systems and processes are vital to scalable practice growth.
*The psychology of the advisor-client relationship and how client fulfillment needs to be at the heart of every action and discussion.
*Establishing personal connection with clients through marketing, branding…
The skinny
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