Chris Smith · Financial Advisor Success · Winning Clients And Moving 'Upmarket' By Being Confident In Telling Your Value Story with Chris Smith
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Create and distribute the Upmarket Toolkit - nine actionable tools (3 brand, 3 sales, 3 culture) plus a preview masterclass
“Weekly preview… includes act after action review… listing three to five of the biggest wins… reflecting on what worked, what didn’t and why”
“You have to be in business with people you like… create a culture where you lead by being in front of the line… not a culture of fear.”
“Create a culture and a space where staff feel comfortable and safe to come and ask a basic question, right?”
“You need nine, 10 percent of those voters plus those strong margins with independents in order to win in Texas.”
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