Checklist for Successful Recruiting & Training
?Satisfied producers make for the best source of referrals.
?Concentrate on your advisors' desire for marketing assistance.
?Focus on your advisors' goals for long-term success.
?Invest in proven, compliant marketing and client-presentation tools.
?Develop training around retirement income planning.
Prepared by David A. Macchia, Sr., President and CEO, Wealth2k, Inc.
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