What makes an advisory practice elite? We’ve just completed three years of research that sought to identify the traits of top performers. We organized our findings into a seven part model that we’ll share in this podcast. This is a great blueprint for advisor development.
In episode 73 of The Stephen and Kevin Show, we’ll walk you though this model, it’s seven components, and many subcomponents. If you’d like to learn more about The Oechsli Learning Center, which follows this blueprint, check it out here: https://www.oechsli.com/financial-advisor-marketing-courses