This episode is a case study on how to increase financial planning adoption and the resulting program productivity effects.
We will talk with two program executives, and trainer, and an advisor to learn about effective training strategies, success measurement, and business impact.
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
Band: A Rusty Something (Nick Simpson)
Song: Someone New