Episode XX.I Trusted Wealth Advisors, The Expectations of the Value Add Generation
The wealth management space has increased dramatically with the most recent numbers being over 15,000 advisory companies in…
Every business has a product or service to sell and many of these products and services help business owners and individuals to solve or avert a challenge the company will face. However, the process of sales has evolved to being focused on getting to know the individual or business before selling the product or service.
Our guest today, Stuart Pattison has been in a sales leadership position for most of his career. Stuart’s passion lies in helping other sales individuals in developing business through developing relationships. Stuart has built a career on one premise: the person on the other side is a person first and a potential client second.