From time to time, we welcome a guest blogger who brings new perspectives on key issues in practice management. Today we are sharing a post from Eric Magyar, who spells out details on finding a perfect fit between advisors and wholesalers.
Eric graduated with an MBA in finance and has 16 years of industry experience. Eric serves as a Senior Regional Sales Consultant with Deutsche Asset & Wealth Management.You can find Eric online at www.internal-wholesaler.com and follow him on twitter @erickeithmagyar.
Ironstone is a learning and development consultancy with business acumen that translates across many industries. Our focus is on practice management strategies in order to enhance and improve both business and personal life. We support professionals who want major and comprehensive improvements that look at all aspects not just an isolated area for change. Ironstone has identified 4 key performance areas known as the Fundamental 4™, which are required to design, develop, and sustain a successful business.
Successful financial advisors are busy financial advisors. You didn’t gain all those clients and their lifelong trust by sitting behind closed doors and waiting for them to arrive, right? Odds are that you’re active in your profession, your community, your network, your church, your circle of friends, and more. While your involvement in those areas of […]