Friday, January 31, 2014

Building a Collaborative Team - Business Planning, the Next Generation

This episode can assist you in building a team approach to your practice with a variety of advisers including fiduciaries, Money Mangers and Insurance Professionals. The vetting methodology, for recruiting team members is quit diverse, but David Specht, special guest millennial marketer, author and top producer, talks about why he recruits singular expertise partners to his team. Remarkable David doesn't participate in product sales, but outsources it to his team members.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.

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