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Day: April 22, 2024

How to Gain clients as a Financial Advisor: Ask the Right Questions

Asking Great Questions is a Superpower. By Brendan Frazier, Chief Behavioral Officer, RFG Advisory Skeptical? That’s totally understandable. Name a skill or technique that: Increases likability Builds instant trust Yields personal, sensitive information about someone These 3 things are crucial for anyone that works with human beings and their money. In fact, a financial advisor […]

Marcoms Roundtable: How Wirehouse Advisors Find Independence

RFG Advisory Chief Growth Officer, Abby Salameh, recently spoke on a Marcoms Roundtable with Wealth Solutions Report and offers four proven strategies to communicate with a hard-to-reach audience, including insights from LinkedIn messaging to industry events in the latest marcom roundtable from Wealth Solutions Report. Read the full Roundtable featuring Abby here.

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