2. Rethink: Financial Advice vs. Sales
Jul 15, 2021•30 min•Season 1Ep. 2
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Episode description
Are you an advisor who sells, or a salesperson who advises? Making that distinction is absolutely vital for you as someone working in the financial advising industry. In this episode, Adam Holt & Derek Notman speak about professional identity and the importance of defining it for yourself and your consumers. Adam and Derek speak about … Continue reading 2. Rethink: Financial Advice vs. Sales →
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