In episode 5 of Return on Education, learn to utilize educational marketing to create connections.
In Episode 5, learn how practicing a service-first mentality and understanding the role of educator versus advisor can foster prospect confidence and drive long-term business growth. Rachel Namoff, Co-Founder & Managing Partner at Arapaho Asset Management has been teaching Retirement Planning Today since 2005 and has a wealth of experience to share with instructors.
In this episode you will learn how Rachel approaches:
- Understanding the role of advisor vs the role of educator and why she feels this is crucial for creating the right foundation for students in the classroom and clients post-class.
- Using teamwork and collaboration when approaching an educational venue for a partnership.
- Helping new advisors onboarding to the role of educator and fostering their ongoing success.