This video blog can assist you in building a team approach to your practice with a variety of advisors, including fiduciaries, money managers and insurance professionals. The vetting methodology for recruiting team members is quit diverse, but David Specht, special guest millennial marketer, author and top producer, talks about why he recruits singular expertise partners to his team. David doesn’t participate
in product sales, but outsources it to his team members.
I interview millennial marketer David Specht, CFP, one of the top revenue-generating advisors of the next generation of fee based
planners. David's articles have appeared in The New York Time, Business Week,
Family Business Magazine and Farm Journal. He has also earned a degree in
business management, as well as a master's in tax and financial planning.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Steve is the number one online author and videographer of insurance content. During his 30-year career in the financial services industry,... More