This episode is a case study on how to increase financial planning adoption and the resulting program productivity effects.

We learn about effective training strategies, success measurement, and business impact.

Hosts:

Scott Stathis and Bob Mittel

Discussion Guests (alphabetical order):

• Ken Flaherty – SVP Chief Sales Strategy Officer at Frost Brokerage
• Angela Holliday – President at Frost Brokerage
• Marco Rodriguez – Wealth Advisor at Frost Brokerage
• Jennifer Shields – National Training Director at Midwood Financial

Sponsoring Partner:

Midwood Financial

Music Credits:

Band: A Rusty Something (Nick Simpson)

Song: Someone New