Ep 332: Transitioning From (A Father's) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor With Liz Hand
Financial Advisor Success
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The Importance of Having a Voice
I for better or for worse, like profit is not the first thing that comes to mind. And so even I recall one engagement with one of those clients that we purchased from that advisor that I started working with. They were already doing it on their own, super bright people. So I realized, oh, they only want me to help them pick stocks. Well, that's not Liz's hand. That's not going to be, that'sNot going to work. But for me, it's really important that I have a voice and that it matters to people. If I'm not adding that value, I want to find someone who will.
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