Financial Advisor Marketing Podcast cover image

How Financial Advisors Can Set Better Goals (With Mando Sallavanti)

Financial Advisor Marketing Podcast

00:00

You Could Have Done This, but You Don't Have to Do It Yourself

"The more you have in common with them, the brighter the light is that you're shining on them," he says. "I think I built the muscle, so to speak, to deal with it because being the doctor's kid, my whole life, I was told everything was given to me." 'You can have resources and still not be resourceful'

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