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