Kevin Daly

Founder of Value-Ad
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Recent Posts

36 min read
Agency Teams - Feb 21, 2020

Active Recruiting of Financial Advisors

I came across this podcast and think it is very relevant for Agency managers looking to recruit an awesome face-to-face team. It's an interview with Manish Dave from Ameriprise which is a large...
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5 min read
Agency Teams - Feb 14, 2020

Smart Connect - Managing Referrals

Trust. In our work and private lives, relationships are built on trust. It is hard to earn and easy to lose.   Now before you think that I've gone a bit soft, I will get to the...
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