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Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam

Financial Advisor Success

CHAPTER

How to Be a Successful Female Advisor

Sally Kohn: I wish I could go back and tell me to be open and accepting of the fee-based side of it so much earlier. The other thing I would say is as a woman to my female advisors is just don't give up. We are really good at what we do because we understand the relationship side of the whole business, she says.

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