Leveraging Sales Assistants

Leveraging Sales Assistants

December 19, 2025 · 1h 1m · Episode 54

About this episode

This episode explores the effective use of sales assistants in financial services.

This episode delves into the factors that contribute to successfully leveraging sales assistants. The discussion includes topics such as: Structuring sales assistant resources Sales assistant gearing ratios Earning a sales assistant Advisor contribution to SA comp Sales Assistant career paths Join Jonathon Allen of Wescom Financial, and Najib Khan of Langley Financial Services, along with Scott Stathis and Bob Mittel as they explore these important elements of teamwork.

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