4min chapter

Financial Advisor Success cover image

Ep 288: Transitioning From (Divorce) Attorney To (Divorce-Specialized) Financial Advisor with Patrick Kilbane

Financial Advisor Success

CHAPTER

Making a Financial Adviser?

Malcolm Jist was a practising attorney for years before becoming an adviser. His business partner saw the same transferable skills that make a successful adviser. He says it took him half a month to close down his practice and start working with wealth management clients. "It's constantly learning, you have almost more designations than anybody else"

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