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 Evolution of the Planning Side

I felt like that because of my experience with you know having no insurance when my mother died and having insurance when I had cancer and how strongly I believed in it I thought that I could transition that into a sales practice. That just isn't who I am so when that part didn't work out the owner of the company had said that he wanted to start to do some planning for his clients and retirement planning. So we actually hired Jason Heath who is who I now work for and he did a couple of plans for us and I really liked the process  and I delivered the plan that Jason had created for for our client and I asked if I could be an in-house planner for them

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