Complete Advisor

Insights from a $40 Million Virtual Nomad

As a financial advisor, you have to be able to navigate the virtual world. If you can’t or won’t, you’re going to be left behind. Your clients expect it, your prospecting needs it, and your plans for growth will fail without it.

In this episode we have a great conversation with Harry Jameson and his son Gregory. Harry has a practice that focuses on serving federal employees nationwide. Harry, with over 50 years of experience, shares how he embraced virtual interactions via Zoom long before the COVID-19 pandemic, allowing him to expand their reach and serve clients across different time zones.

Also, we discuss their innovative approach to staff recruitment and training, utilizing Zoom to maintain communication and provide valuable training resources, fostering a tight-knit team culture. They emphasize the importance of constant learning, adaptability, and the development of systematic approaches to both sales and appointment setting. The episode highlights the power of early adoption of technology, strategic thinking, and fostering a collaborative and supportive work environment as essential factors behind their impressive success in the financial advisory industry.

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