Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

Growing your advisory practice is certainly challenging, but there are some clear differences that separate out the most successful advisors from everyone else. Today’s guest is an expert in how advisors  rise to the top, as he spends his time developing tools, resources, and training for advisors, focusing on client relationships. Chris Paterson is the National Director of Sales Development for Ivari. He’s worked in the industry since 1995 and has many years of experience working in advisor support roles. He worked with one of North America’s largest financial services organizations where he led a multi-channel national wholesaling team of 30 specialists that doubled the number of advisors selling living benefits insurance from 7,000 to 14,000 over two years. He’s also been an advisor, consulted in the private wealth management industry, and has been an advanced case consultant for high-end financial professionals. Listen to the episode to hear Chris’ thoughts about what se