Barron's Advisor cover image

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.

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