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Rookie focuses on personal conviction and networking

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Home In Depth Special Reports Winning Strategies 2013 Rookie focuses on personal conviction and networking

Winning Strategies 2013

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Rookie focuses on personal conviction and networking

Sara Zollo, an advisor with Sun Life Financial rookie of the year, explains strategies for successfully launching an advisory business. From cold-calling to sponsoring seminars, from formal business networking groups to focusing on products on which you have the greatest personal conviction — Zollo gives her tips on how to generate a solid client base in the first three years. She spoke with Dan Richards from ClientInsights at the TMX Broadcast Centre in Toronto.

  • By: Dan Richards, Sara Zollo
  • January 14, 2013 October 30, 2019
  • 08:45
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Dan RichardsSara Zollo
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