2min chapter

Financial Advisor Success cover image

Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock

Financial Advisor Success

CHAPTER

The Role of a White Labeled Financial Planner

The firm also does white labeled financial plans for other advisors so help me understand what that offering is. It's not necessarily a like a salaried kind of role it's a you you get you get paid a portion of the advice fees that come in every time you do an advice engagement with a client there's no salary with this role which can be stressful sometimes as well okay but i guess the flip side is it sounds like they've got uh enough of an ongoing marketing pipeline at this point  that the it's transactional business are somewhat stable and ongoing.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode