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Hello everyone, good Morning.
Any marketing strategists on here?
Additional Posts in Financial Advisors
Does anyone know about 401h?
Performance reporting software ?
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Graduation
Never. Excel is a powerful tool.
As soon as you realize 99% of clients don’t want to see your excel skills.
They're not. Being good with excel saves hours of time
If you know excel well you will have a better understanding of what goes into the worth of a financial adviser. Unless you don’t care and are just gonna sell them on a product.
What are you doing on Excel? I never use it-I'm talking to prospects and clients!