2min chapter

Financial Advisor Success cover image

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

Financial Advisor Success

CHAPTER

How to Dial Back Your Client Load to Adjust Your Work Life Balance

So this wasn't something that you had talked to the firm about when you were interviewing or coming in but it was a conversation you broach when you got to the point of saying I think I need to dial back my client load. "I actually kind of outed myself in 2015 so if anybody wanted to find out they could have looked into it themselves," she said.

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