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For Advisor By Advisors - Interview with Spencer Carpenter, Financial Advisor and Director at Truist Investment Services, Inc, Truist Wealth - How Should you View Your Referral Sources? One Advisor says as Your Biggest Client!

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Manage episode 354831149 series 3380761
Content provided by Evan J Mayer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evan J Mayer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we chat with Spencer Carpenter, Financial Advisor and Director at Truist Investment Services, Inc, Truist Wealth. Spencer goes over how he grew his practice from a licensed banker to one of the top producers in his region. Spencer goes over the benefits of treating your referral sources like gold and why focusing on that will bring you much success! I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.

I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

  continue reading

Chapters

1. [Ad] FinServ Podcast (00:11:52)

2. (Cont.) For Advisor By Advisors - Interview with Spencer Carpenter, Financial Advisor and Director at Truist Investment Services, Inc, Truist Wealth - How Should you View Your Referral Sources? One Advisor says as Your Biggest Client! (00:11:53)

82 episodes

Artwork
iconShare
 
Manage episode 354831149 series 3380761
Content provided by Evan J Mayer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evan J Mayer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we chat with Spencer Carpenter, Financial Advisor and Director at Truist Investment Services, Inc, Truist Wealth. Spencer goes over how he grew his practice from a licensed banker to one of the top producers in his region. Spencer goes over the benefits of treating your referral sources like gold and why focusing on that will bring you much success! I hope you enjoy it!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.

I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

  continue reading

Chapters

1. [Ad] FinServ Podcast (00:11:52)

2. (Cont.) For Advisor By Advisors - Interview with Spencer Carpenter, Financial Advisor and Director at Truist Investment Services, Inc, Truist Wealth - How Should you View Your Referral Sources? One Advisor says as Your Biggest Client! (00:11:53)

82 episodes

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