Financial Advisor Best Practices

Best Practices

with special guest Rob Rose

Best Practices with special guest Rob Rose

Rob is a financial advisor in Greensboro, North Carolina with over $300 million in AUM. More importantly, Rob is one of the best in the industry at setting a goal, planning how he wants to get there, and then creating simple, repeatable processes to make it happen. For example, when he set a goal to get to $1 million in production, he achieved it. Same for $2 million. Right now, he’s at $2.5 million in production. By 2020, he wants to be at $6 million. Is there any doubt he’ll get there?

On this webinar, Rob will show you the best practices he is constantly refining in order to make his business stronger (and larger) every year.