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EPISODE · Feb 19, 2021 · 11 MIN

Science of Change

from Crushing It. · host Jim Mellin, President of Wealth Management and Advice, Equitable Advisors

Kelly DeMay had her best year ever in 2020. Amid all the challenges of embracing technology and the emotional highs and lows, she gained the confidence to set her goals even higher in 2021. For purposes of this discussion, "advisor" is used as a general term to describe insurance/annuity, investment sales, and advisory professionals who may hold licensing as insurance agents, registrations with broker-dealers, and registrations as investment advisory representatives (IAR) of registered investment advisors, respectively. "Advisor" in this context is not intended to necessarily refer to IAR offered fee-based financial advisory/planning services. GE-3440789(2/21)(Exp.2/23)

Episode metadata supplied by the publisher feed · Published Feb 19, 2021

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Science of Change

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