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    Ep 038: From Wirehouse Cold Calling Scripts To The Flexibility Of Independence with Winnie Sun

    Ep 038: From Wirehouse Cold Calling Scripts To The Flexibility Of Independence with Winnie Sun

    FromFinancial Advisor Success

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    Ep 038: From Wirehouse Cold Calling Scripts To The Flexibility Of Independence with Winnie Sun

    FromFinancial Advisor Success

    ratings:
    Length:
    87 minutes
    Released:
    Sep 19, 2017
    Format:
    Podcast episode

    Description

    How you can use social media as a successful path to marketing and specifically to facilitate work life balance. In this episode, the chat with Winnie Sun, co-founder of Sun Financial Group. Winnie explores what’s functioning when it comes to online social media marketing and why she still balances spending two thirds of her time in wealth management and business. She also talks about how she structured her team with her partner to support her practice. Get full episode show notes at kitces.com/38
    Released:
    Sep 19, 2017
    Format:
    Podcast episode

    Titles in the series (100)

    The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.