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Ep 369: Breaking Through To New Growth By Changing Your Mindset Around Hiring (Complementary) Team Members with Michelle Ogden

Financial Advisor Success

CHAPTER

Mindset Shifts in the Financial Advisory Business

This chapter explores the importance of mindset shifts in the financial advisory business, discussing challenges faced by advisors and the layers of understanding that can only be gained through experience. The speaker also shares their personal journey and negative experiences with the finance industry, as well as their positive experiences at Charles Schwab. They highlight the tech bubble burst and their transition from working at Schwab to starting their own firm.

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