
What It Really Takes to Become a Multi-Million-Dollar Producer: Author and Coach Dave Mullen’s Powerful and Proven Strategies
The Diamond Podcast for Financial Advisors
00:00
Adapting to Change in Financial Advising
This chapter explores the transformative landscape of the financial advising industry, addressing challenges like fee compression and the rise of technology. It underscores the necessity for financial advisors to build trust, understand client needs, and implement effective succession planning while embracing digital advancements for sustained growth.
Transcript
Play full episode