Jorge Padilla is a principal, senior client advisor and director of investments at Meira, an independent financial advisory firm.
In this episode Brian and Jorge discuss:
- Pro Tips For Transitioning a Client to a New Advisor
- How to Build and Lead a Financial Advisor Team
- Remote Working in Financial Services
- Getting Your First Client as a Financial Advisor
- How To Convert Your Clients’ Children Into Clients
Talk With Brian Directly On How FourStar Can Help Grow Your Practice!
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