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One opportunity we don’t hear talked about enough, is learning from people outside the industry. What can advisors pick up from other small business owners? What success can they replicate with their own clients and prospects?

Our guest this week, Brett Clarke, an Orion Portfolio Solutions alum, shares what he’s learned as a small business owner since leaving the industry:

  • How the Financial Advisor / Home Builder prospects are similar
  • How you think about your business (as a small business) can change how you market
  • What can make your business stand out in a sea of competitors
  • Changes you can make right now

We hope you enjoy and follow us on this journey!
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Show Notes:

Brett Clarke on LinkedIn
Frontier Builders


Old Mountain Cast Iron
COSTCO Home Delivery

Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.