2. Rethink: Financial Advice vs. Sales

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 i...

Episode 2 of the Rethink. Financial Advice podcast, hosted by H. Adam Holt, CFP and Derek N.H. Notman, CFP, titled "2. Rethink: Financial Advice vs. Sales" was published on July 15, 2021 and runs 29 minutes.

July 15, 2021 ·29m · Rethink. Financial Advice

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Summary

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.

Episode Description

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 →

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

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