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Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath

Financial Advisor Success

CHAPTER

How to Be a Successful Independent Channel Advisor

I would encourage all anybody on her street to make sure as a prerequisite a basic that you get the CFP I love the certified financial planner program big fan of it and that you always become a prolific reader in anything to do with history. Be careful about trying to help every single person that comes in the door because one thing that we found over the years was that people that came in that I felt sorry for them bad things can be a real drag on you so we have a very very pleasant clientele.

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