Archive for the 'RIA' Category

Three-Step Transition from Financial Sales Person to Financial Advisor

~ Tuesday, September 30th, 2008

The tremendous benefit that accrues from status as a financial advisor is that you have no agenda, no product to sell, and no objective other than do what’s right for the prospect and the prospect can sense that. Because prospects do sense the difference between a financial sales person and financial advisor (no matter what [...]