
Shirl Penney on the 10 Things Elite Advisory Teams Do Best
Barron's Advisor
00:00
Financial Advice
Sandy Wile: My life has been profoundly impacted because financial advisers have trusted me to work with them. The best presentation i've ever seen is a blank sheet of paper right at someone who knows the questions to ask, knows how to listen, gathers that information. If you that approach, i find advisers win more oftentimes when they don't.
Play episode from 09:47
Transcript


