Financial Advisor Success cover image

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

Financial Advisor Success

CHAPTER

How My Business Adapted From Early Days to Today

CNN's John Defterios has been in the banking industry for more than 30 years. He started out doing annuity business, but now he does fee-based tax returns. His son Joel is his CPA and helped him get into college after coming from a horrible background. The two are working together to help other families through Obamacare.

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.
App store bannerPlay store banner