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Ep 30: How Advisors Are Gaining Traction in the Pandemic – With Penny Phillips

By Robyn Walter | September 30, 2020

Why have some advisory firms grown while others have stalled during the pandemic?

In this episode, Laura Gregg and David Partain discuss how advisors are gaining traction in the pandemic with Thrivos Consulting Founder Penny Phillips. Penny shares some timeless advice on prospecting, marketing and the urgent need to embrace change to build trust and nurture lasting client relationships.

In this episode, you will learn:

How Thrivos is helping advisors re-imagine their businesses
What it takes and why you need to be a relentless prospector
How and why to rethink your approach to getting client referrals
Tactics advisors are using to drive success
And more!

Tune in now to learn how you can nurture and grow your client relationships during the pandemic and beyond.

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Penny Phillips | Thrivos Consulting

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