EPISODE · Jul 15, 2021 · 29 MIN
2. Rethink: Financial Advice vs. Sales
from Rethink. Financial Advice
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.
Embed this episode
NOW PLAYING
2. Rethink: Financial Advice vs. Sales
0:00
29:46
1×
No transcript for this episode yet
Similar Episodes
Similar Podcasts
No similar podcasts found.
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.
Can I download this Rethink. Financial Advice episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!