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You DON'T Know This About Money - Ron Malhotra, Wealth Planner | FO 105 - Raj Shamani

Raj Shamani's Figuring Out

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The Journey of a Financial Advisor

I didn't see myself as a sales person, but they saw me as a great sales person. They said to the manager, don't put it behind the counter. We will train him. He went through some training and he got the job of a financial advisor. I failed miserably because all that we were required to do was to sell financial products. And so I decided to leave financial planning after 18 months. Then from there, I just worked my way up the corporate ladder. By the time I was 31, I'd done extremely well. So I'm 45 now. Still financially motivated, but the means have changed. Back then, it was just money is the main thing.

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