Download "Clarify Your Ideal Client" and "Lead Generation Worksheet" below, and check out "Training Next-Gen Advisors In Business Development By Getting Really Clear About Who They Serve And How They Help" on how her role has given her a window into how some advisory firms are struggling to train next-generation advisors in business development practices that might have come natural to founders (and how firms and newer advisors can overcome this hurdle in part by being clear about who they serve and the value they provide).
