Trish Smart
Trish Smart is a Practice Management Consultant at Worldsource, with over 25 years of experience in the financial services industry. Passionate about empowering advisors with the skills and strategies needed to enhance their sales performance through Learning and Development, she is committed to fostering growth and excellence.
Appears in 1 Episode
The ‘right’ size for success: Why bigger isn't always better
In this episode, we speak with Chad Dawson, an investment advisor, about how to create a differentiated offering in your practice. Chad shares why “simple doesn’t mean...
