2. Rethink: Financial Advice vs. Sales

What this episode covers

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 → Hosted on Acast. See acast.com/privacy for more information.

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Frequently Asked Questions

How long is this episode of Rethink. Financial Advice?

This episode is 29 minutes long.

When was this Rethink. Financial Advice episode published?

This episode was published on July 15, 2021.

What is this episode about?

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...

Can I download this Rethink. Financial Advice episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.