Practice Management

How Financial Advisors Can Boost Business Development

Dr. Jean Oursler "The Results Queen" explains how our caveman brains often get in the way of our ability to develop our businesses to the fullest. However, simple changes to a financial advisor's approach to his or her business development process can lead to dramatic improvements in a short time.

Dr. Jean also shares some personal stories about her journey. She credits investing in herself early, even before her business was achieving real traction, as key lever for her success.

If you would like to follow up with Dr. Jean Oursler, shoot here an email.

Resources Mentioned In This Episode:

Why Every Financial Advisor Needs An Executive Assistant

It may sound hyperbolic but the reality is the advisor who tries to do everything his or herself... is bound to let some important things fall off the table. And as Gina Cotner, CEO of Athena Executive Services explains... it's not just simple "To Do" list items that an advisor might miss.

It could be important client updates or opportunities that lead to business growth.

If you would like to follow up with Gina Cotner, shoot here an email.