Sales Pitches Versus True Planning

from Financial Choices Matter · host Charles Scott

It’s important to be able to recognize the difference between an advisor who actually has a planning process and one who just gives sales pitches all day. Let’s go over how you can identify the difference.

Episode metadata supplied by the publisher feed · Published Sep 6, 2018

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Sales Pitches Versus True Planning

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This episode is 15 minutes long.

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This episode was published on September 6, 2018.

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