BrokerHunter Weekly Update 9/7/2021
September 7th, 2021
15 Tactful Ways to Announce You Are an Advisor
by Bryce Sanders
Congratulations! You have gained admission to some high-net-worth circles. Your objective is to raise your visibility, so everyone knows you are an advisor. It’s a balancing act. If you do it wrong, you can become a social outcast. What should you do?
Maybe you aren’t sure about the social outcast outcome. A retired friend who happened to also be a lottery winner would talk about the realtors in his Florida yacht club who would constantly wear their company blazers at the club. Other friends talk about the advisor who would casually say to people “I would like to look over your finances sometime.” It sounds like there’s a hand in your pocket — and it isn’t yours. You should be saying: “I don’t want to be that person!”
Click here to read the full article!
Panel Discussion and Q&A: A conversation with one of Robinhood’s Customer Experience Site Leaders and a Customer Experience Representative who will share what it’s like to scale and join their rapidly growing team. They’ll also detail how they create an inclusive and welcoming work environment with lots of opportunities for growth.
October 20th - Click here to register!
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