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

Financial Advisor Success

CHAPTER

The Role of an in-House Planner

So there were six advisors and they would identify a client who they wanted to do a financial plan for so I would attend the fact finding meeting and I would gather the information for the plan. Then I would create the plan and then we would have a meeting with a big screen and I would deliver the plan, help them with the implementation of it. All the way through like you're doing fact finding plan construction plan delivery. Right? We really built it up as a very big add-on. You know maybe they're selling an insurance policy so I'm going to model the insurance policy into the overall plan just to show them how it all plays out So sort of bringing their their proposals to

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