In this video, I discuss how getting creative when planning your next team meeting can turn distracted attendees around the table into focused idea-generators who bring their best to the room.
Steve Lowrie
Portfolio Manager at Lowrie Financial
I benefited from Evan’s writing skills when he assisted me with a series of market commentaries that successfully communicated my investment philosophy with clients.
I also gained from Evan’s strategic abilities when he helped me effectively position my services to investors during the creation of my own independent practice. He is easy to work with, collaborative and really understands how financial advisors can best communicate with clients and prospects