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This episode can assist you in building a team approach to your practice with a variety of advisers including fiduciaries, money mangers and insurance professionals. The vetting methodology, for recruiting team members is quit diverse, but David Specht, special guest millennial marketer, author and top producer, talks about why he recruits singular expertise partners to his team. Remarkable David doesn't participate in product sales, but outsources it to his team members.
David Specht, CFP, is one of the top revenue generating advisers of the millennial generation of fee-based planners. David's articles have appeared in The New York Times, Business Week, Family Business Magazine and Farm Journal. He has a degree in Business Management and a Masters in tax and financial planning.
Building a Collaborative Team. Business Planning, the Next Generation - YouTube
David Specht, CFP, is one of the top revenue generating advisers of the millennial generation of fee-based planners. David's articles have appeared in The New York Times, Business Week, Family Business Magazine and Farm Journal. He has a degree in Business Management and a Masters in tax and financial planning.
Building a Collaborative Team. Business Planning, the Next Generation - YouTube
