Sep 15, 2023
Join us for a conversation with FIG Chief Strategy Officer Nicholas Ross, where we tackle the need for strategic thinking in the financial professional world. We discuss everything from the impact of global economic trends on your clients to the importance of owning your narrative in your financial business. Tune in to gain insight on how to stay ahead of the curve in this ever-evolving industry, the need to operate at both macro and micro levels, and the importance of becoming the CEO of your firm.
The episode also puts a spotlight on the significance of continuous education and learning for financial advisors. Ross stresses the value of staying updated with key concepts and building relationships with key partners. Plus, you'll discover why it's vital to control the information your clients receive, and how this aids in fostering a trusted advisor relationship. So, don't miss out on this episode filled with strategies, tactics, and tips to help you succeed in the financial world.
Here is an overview of what we discuss in this episode:
Learn About FIG: https://www.figmarketing.com