Learnings from a Social Selling Program – Part One: Setting Expectations
In my 12+ years at Guardian Life I built and ran a social selling program for nearly 2500 Financial Advisors. I learned A LOT along this journey of creating a social selling program from scratch (and I truly mean from the very beginning) and taking it to maturity. This post, and more that will follow, …
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AITE Wealth Management Event Recap
Wealth management industry leaders came together at Aite Group’s Wealth Management in Transition Executive Forum on October 21 and 22 and Grapevine6 CEO Mike Orr delivered some provocative perspectives. The wealth management industry is changing extremely quickly, with the majority of business happening virtually and traditional methods of acquiring and serving clients no longer viable. …