White Glove Referral Blueprint Workshop REPLAY!
Welcome to the workshop replay! Click below to watch the full 2-hour workshop. Make sure to scroll down to see the additional video Libby mentioned during this call.
Differentiation and Streamlining in Your Advisory Practice
On this live call I answer some of the most common Q&As I get from the EA Community! The main focus is how can you, as an advisor, differentiate yourself and compete in 2019? With roboinvesting, no-cost index funds, and DIY platformsā€¦ I go through 2 main ways you can create value for your clients and still be profitable. I also answer some questions live, and OF COURSE, go off on some tangents. Operation Motivation!
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