
Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock
Financial Advisor Success
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
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.