Director of Advisor Recruiting, Pilot Financial ~ 📱 336-281-0909 jmcclendon@pilotfinancial.com ~ Wake Forest University MBA
Financial Advisors: 🫵🏼 Here are my top three qualities of a successful Financial Advisor; - Empathetic - Adaptability - Integrity What are your top three qualities? #FinancialAdvisors #WealthManagement #FinancialPlanning #ClientSuccess
How to Find Your First Client as a Financial Advisor
CEO @ RJS Creatives & Advisor Flow Marketing Management. Founder @ KMP Media | Helping Financial Advisors Get An Extra 12 Qualified Show-Ups with Business Owners with $500K+ in Investable Assets
5 financial advisory lessons from a 7-figure financial advisor - If you’re not tracking appointments you’re losing money - Never give up on a lead that’s gone cold - follow up! - Three sources of leads aren’t enough - Your service is the most important thing - Never react emotionally
Women make great investors! Connecting in a way she feels heard, understood, and part of the financial planning process.
Spark Financial Advisors team shares what to look out for when selecting a financial advisor!
Financial Advisor Red Flags? Our team has plenty of thoughts on what to watch out for when looking for a financial advisor-
