Recruitment and Seminar - Financial Advisor Source

Succeeding in Financial Services: Expert Insights With John Wheeler

NAIFA Advisor Today

OCTOBER 6, 2023

In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP.

Financial Services

Financial Services Certified Financial Planner Financial Planner CFP

How to Build a Robust Referral Network as a Financial Planner

eMoney Advisor

FEBRUARY 23, 2023

Executive recruiters: Recruiters who work with executives are among the first to know when someone has a new, well-paying job. Since you may work with similar high-net-worth clientele, you can build a mutually beneficial relationship where you send your clients to them when they need a recruiter and vice versa.

Financial Planner

Financial Planner Recruitment Clients Financial Advisor

Financial Advisor Source

Succeeding in Financial Services: Expert Insights With John Wheeler

How to Build a Robust Referral Network as a Financial Planner

Webinars

Stay Connected