In this episode, Mark Mersman interviews Steve Phillips, founder of the Advisor Protocol.  Steve is also a Certified Practice Management Consultant at Pareto Systems and has spent over 25 years in the financial services industry as a speaker, trainer and educator working with advisors, product development firms and carriers.

This episode is all about business refinement. Steve shares how to generate new relationships and focus on how to teach the already convinced to convince others on your behalf.

Listen to episode 15 »