Strategies to Boost Success for You and Your Team As a Financial Advisor


Somebody must have the thought “how can I make the other person’s job and success easier, How can I make them more successful?” And once you make them more successful, then you are automatically more successful yourself because you guys are on the same team. When it comes to our clients, for example, things that we expect from our clients to make our success easy is fast communication. It’s getting videos done right so when you send them video scripts, we help them record the videos we edit them for them we expect them to get their views done on a timely basis and we expect transparence reported from them like hey we’re going to go through the appointments we get every couple of weeks.

Alex Khassa

Alex Khassa

Alex Khassa is a marketing consultant for financial advisors, partnering with RIAs (2-30 advisors) to 3x their FIA production fast w/ better ROI & 10x less effort... without webinars, seminars or buying more leads.

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