Related Posts
Travel days....show some respect

Additional Posts in Financial Advisors
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.
Travel days....show some respect
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Download the Fishbowl app to unlock all discussions on Fishbowl.
Copy and paste embed code on your site
Send download link to your phone
OR
Scan your QR code to download
Fishbowl app on your mobile
Gardening event at a greenhouse!
It's all about your niche. Be the expert others aren't and bring value through knowledge.
At my first firm I specialized in small business and killed it with the solo k and SIMPLE IRA. I showed a CPA who specialized in small businesses how I could help and the referrals flowed.
New firm. New niche. Same result.
Events depend on the niche, but in my experience events are crushed by referrals.
You aren’t alone!