Ep 346: Moving Procrastinating Clients To Yes Instead Of Selling As A Fee-Only Advisor With Jim Ludwick
Financial Advisor Success
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Navigating Changes: A Career Journey in Advisory Services
This chapter explores the transition from revenue-sharing to a structured salary post-business acquisition and the subsequent adaptive strategies for maintaining work-life balance. The speaker reflects on their diverse career path, launching their own business at 55, and emphasizes the importance of training for financial advisors to improve client acquisition skills. It highlights challenges faced in communication and the need for continuous growth, along with practical insights on building a sustainable advisory model.
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