
Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock
Financial Advisor Success
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.
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