Insights

Insights

Branding, marketing, running a business and more from New Work’s director.

FINSIA Webinar Recap: The number 1 thing holding professionals back in BD

FINSIA Webinar Recap: The number 1 thing holding professionals back in BD

In my April webinar for FINSIA on ‘Network-building plans for finance professionals in the new normal’, I outlined the key problems I see professional advisors stumble on when it comes to their business and relationship development. Here’s the number 1 thing (and how to overcome it).

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