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    Rob Anchondo

    Sales Enablement Manager

    Recent Posts

    Independent Advisors Should Choose an IMO with a Skilled Support Team

    Posted by Rob Anchondo on Wed, Jul 05, 2017 @ 05:25 PM

    As an independent financial professional and a small business owner, you must leverage every minute you have and every dollar you spend to maximize your efficiency and profitability. One of the best ways to gain resources is to partner with the right IMO (Independent Marketing Organization) that has a skilled staff designed to support your business. 

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    Tags: coaching, practice management, retirement strategies

    How Financial Advisors Can Fix a Bad First Impression

    Posted by Rob Anchondo on Mon, Oct 24, 2016 @ 05:37 PM

    First impressions can make or break the start of any relationship. This holds true for personal as well as professional and business relationships. As a financial advisor or insurance producer, the pressure of the first impression is immense. 

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    Tags: prospecting, practice management, marketing for independent agents


    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.