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 Transition From Sales and Prospecting to Financial Planning

The firm decides we want to be doing more on the uh financial planning side with this growing number of retiring clients. So I talked to the company that I was with about becoming an in-house planner and so they decided to do that. My biggest talent is is educating and so financial planning you're educating maybe it's an audience of one or a thousand but I really like to break down complex things into simple pieces.

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