You’re Not A Salesperson, You’re An Entrepreneur
At Finaeo, we know that the best financial advisors are the ones who understand that they’re building a business, not just making sales. Our goal is to train you to think like a business owner, creating memorable client experiences. We do this by:
- Training that focuses around building your business and understanding the tactics and numbers that matter
- One-on-one coaching with a business coach who will work with you on long-term strategizing
- An individualized marketing and branding plan to create the narrative you want in the marketplace.
At the end of the day, we want to transform you from a sales person to a business owner.