Brad Konawalik, Managing Partner, Advisor Partner Group

Brad Konawalik, Managing Partner, Advisor Partner Group “Why are you in this industry?” It’s a question I have a lot of practice answering.

Throughout my 17 years in leadership in Financial Services, I have seen so much through the experiences of my financial professionals, my peers, and my clients. Throughout my 17 years in leadership in Financial Services, I have seen so much through the eyes and experiences of my financial professionals, my peers, and my clients. Over the course of 2020, I had the opportunity to work in a different

capacity with my personal clients while leading my team of financial professionals during a very challenging year. In doing so, I rediscovered how much I enjoy building relationships with my clients and working to help individuals and families secure their financial futures. After having time to reflect and work more intentionally around my business and personal goals, I know I want to position my clients to be at the forefront of my focus. Moving forward, I’ll be driving my efforts to bring even more value to the clients and communities I serve. With a team & goal-based planning practice, I know I’ll be able to provide an exceptional experience for my clients. Disclosure:
https://carolinas.massmutual.com/about-us/licenses


CRN202302-277881

: Seek to build trust first, traffic second. Focus on getting your social media content shared; visits to your website ...
03/16/2023

: Seek to build trust first, traffic second. Focus on getting your social media content shared; visits to your website will follow.

: The "intangibles" drive business value: quality of your team, loyalty of your customers, reputation of your brand, an...
03/09/2023

: The "intangibles" drive business value: quality of your team, loyalty of your customers, reputation of your brand, and documentation of your processes.

: Offering too many products or services? Niche down--cater so much to a specific need that your business becomes the g...
03/02/2023

: Offering too many products or services? Niche down--cater so much to a specific need that your business becomes the go-to for it.

: Interruptions to workflow often happen when there is no simple, direct ‘path.’ Limiting the number of hand-offs can h...
02/23/2023

: Interruptions to workflow often happen when there is no simple, direct ‘path.’ Limiting the number of hand-offs can help create a clear line-of-sight.

: Prospects say ‘no’ for specific reasons: no need, no money, no urgency or no trust. Be ready to provide a solution fo...
02/23/2023

: Prospects say ‘no’ for specific reasons: no need, no money, no urgency or no trust. Be ready to provide a solution for each.

: Overwhelmed with work? Don’t have a breakdown. Instead, break down big projects into small, manageable steps to build...
02/16/2023

: Overwhelmed with work? Don’t have a breakdown. Instead, break down big projects into small, manageable steps to build momentum.

: Communication during a crisis is critical to keep the business on track. Let employees know what's going on or they’l...
02/09/2023

: Communication during a crisis is critical to keep the business on track. Let employees know what's going on or they’ll write the story themselves.

: Actions speak louder than words. Monitor how employees are using their benefits (or not) to see if it’s time to reeva...
02/02/2023

: Actions speak louder than words. Monitor how employees are using their benefits (or not) to see if it’s time to reevaluate what you offer.

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Downtown Concord, NC
28025

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+14845532941

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