2min chapter

Financial Advisor Success cover image

Ep 224: Crafting A 5-Step Process To Add Value As A "Thinking Partner" for Clients with Amy Mullen

Financial Advisor Success

CHAPTER

Do You Want to Be a Fiduciary?

"Do not underestimate the unwillingness of an advisor to have a conversation we're not comfortable having," she says. "I find so many just don't do enough to think about how hard and challenging this is seeing across from a client."

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