Scott Heinila sat down with good friend and Advanced Insurance Planning Professional, Dave Harris. In this episode, Dave shares about how he started in the industry and how he maximizes his centers of influence as his main source for developing new clients. With Dave’s unique boutique approach to his practice, he shares some of his strategies for optimization. ** This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com
Scott Heinila sat down with good friend and Advanced Insurance Planning Professional, Dave Harris. In this episode, Dave shares about how he started in the industry and how he maximizes his centers of influence as his main source for developing new clients. With Dave’s unique boutique approach to his practice, he shares some of his strategies for optimization.
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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com