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Listen and learn.
Speakers at Advisor Group’s 2011 Distributors’ Summit discussed ways industry members can work together to help advisors capture the next generation of clients, better assess and respond to risk, engage regulators, and build a more business-friendly environment.
Chris DiSalle, Managing Partner, CMO, Complete Brokerage Services, Richmond, B.C., discussed being a boutique MGA in British Columbia and quietly developing a full-fledged new agent training program, including a strategic recruiting approach, complete training program, mentoring programs as well as a video training library to fine tune newly acquired skills.
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