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cover of episode 19. Wes Young - How to attract the right clients and manage a large virtual team

19. Wes Young - How to attract the right clients and manage a large virtual team

2022/7/1
logo of podcast Becoming An Elite Financial Advisor With Sten Morgan

Becoming An Elite Financial Advisor With Sten Morgan

Shownotes Transcript

In this episode, Andy interviews Elite Advisor Member, Wes Young. Wes has had a 100% virtual practice since before it was cool to have a 100% virtual practice. He’s found tremendous success as an advisor and manages a growing team of advisors, paraplanners, and support staff.

One of Wes’ superpowers is in how he explains what he does in such a way that ideal clients are drawn to work with him. We discuss that method and more in this episode.

stenmorgan.com/19)