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PEP Talk: Building Relationships with Financial Planners

Webinar Recorded: April 12, 2016
Presented by Gray Strickland, 
Wealth Advisor Marketing
Duration: 41 minutes

Do you want to add clients to your practice, or do you want to multiply your client base and revenue? In this PEP Talk, Financial Advisor Gray Strickland discusses building relationships with financial planners and advisors. You’ll learn:

  1. Why working collaboratively with financial planners can multiply, not just add to, your client base and revenue
  2. Concrete ideas on how to start the conversation with advisors and planners in your area
  3. Best practices on working together while maintaining professional objectivity and client privacy
  4. Questions

This webinar is provided complimentary to all ElderCounsel members as a sneak peek into our Practice Enhancement Program offerings.

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