I hope all is well. At [your-business-name], we create a lot of content to help advisors build their businesses. Here are a few articles that other advisors have told me were helpful in building a better advisory business:
- How To Introduce New Technology to Clients
- The Silent Advisor Killer
- Want a Breakthrough Strategy for Advisors? It’s Simple
Also, I know my team hasn’t connected with you to set up the trial you asked about. We’d love to get you going on that. You can call us directly or schedule a spot in our calendaring system for this week.
Just let us know what times work best for you and we’ll do the rest. As always, contact me if you have any questions.