Barron's Advisor cover image

Mal Makin’s Underrated—and Understated—Ways to Gain Clients

Barron's Advisor

00:00

Is It OK to Pretend You're Tough?

When someone thinks that they know it all, well, they certainly don't and then they become complacent. They get fat and happy. That's what we see typically happening in our profession. And I suspect not just in financial planning. The first 10 years you just put everything you've got into it. You put your heart, your soul, your everything into it. Then things aren't so bad. But that's in a way it was good though. That insecurity fueled your ambition.

Play episode from 03:49
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app