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Advisor Rescue Secret Sauce - With Kevin Ross - Episode 17

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Content provided by John Kailunas II. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Kailunas II or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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In this episode of the Catalyst for Growth podcast, host John Kailunas II, welcomes Kevin Ross, a seasoned professional in the financial industry. They discuss Kevin's journey from Wall Street to founding Advisor Rescue, a firm dedicated to helping financial advisors grow their practices. The conversation covers the importance of understanding client needs, effective marketing strategies, and the value of mentorship and training in the financial sector. Kevin emphasizes the significance of building meaningful partnerships and the unique approach of Advisor Rescue in providing support to advisors. The episode concludes with insights on selecting the right IMO and the importance of personal connections in the industry.
If you would like to be a guest

Podcast Closing

  continue reading

21 episoade

Artwork
iconDistribuie
 
Manage episode 456232046 series 3605064
Content provided by John Kailunas II. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Kailunas II or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Send us a text

In this episode of the Catalyst for Growth podcast, host John Kailunas II, welcomes Kevin Ross, a seasoned professional in the financial industry. They discuss Kevin's journey from Wall Street to founding Advisor Rescue, a firm dedicated to helping financial advisors grow their practices. The conversation covers the importance of understanding client needs, effective marketing strategies, and the value of mentorship and training in the financial sector. Kevin emphasizes the significance of building meaningful partnerships and the unique approach of Advisor Rescue in providing support to advisors. The episode concludes with insights on selecting the right IMO and the importance of personal connections in the industry.
If you would like to be a guest

Podcast Closing

  continue reading

21 episoade

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