To build powerful—and reciprocal—relationships with centers of influence, be highly intentional about who you are choosing to partner with, what information you’re sharing with them and how you’re nurturing the relationship.
Advisors must think like their clients and to do so, they need to know what they are experiencing.
Checklists serve as a great starting point for systematizing your business.
Charles Smith drops a ton of insight on the trends impacting the practices of financial advisors and wealth managers.
Personal interaction is highly valued.
