EPISODE · Sep 6, 2018 · 15 MIN
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.
What this episode covers
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.
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Sales Pitches Versus True Planning
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