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How to Wow Prospects Without Trying
In this video, Penny discusses simple steps you and your team can take to wow prospects and new clients.
How Should Advisors Charge Fees?
In this video, Penny provides best practices around articulating fees to clients and structuring advisor services and fees.
How to Optimize Your Team Before a Merge or Transition
In this video, Penny discusses what you may need to change about your team before leaving for a new firm.
How to Work “On” the Business Daily
In this video, Penny discusses what you may need to change about your team before leaving for a new firm.
Which Aspects of Marketing Should You Outsource?
In this video, Penny discusses best practices for advisors who are struggling with what to keep “in house” and what to “outsource” as it relates to marketing.