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Over the last 18 months the best advisors have separated themselves from the rest, but how did they do it?
In this episode, Duncan MacPherson is joined by Chris Jeppesen of First Trust. They discuss what they’ve seen in the last 18 months, and what the best advisors and teams have done to separate themselves from their competitors. They also touch on what separates the best wholesalers from the rest.
Chris discusses:
- What the last 18 months have revealed about the best advisors
- What the fastest growing advisors are doing to propel themselves upward in the future
- The type of adjustments elite teams have made in their approach toward clients
- What is separating the best wholesalers from the rest
- And more