4min chapter

The Rational Reminder Podcast cover image

Episode 257: Giorgio Ugazio (Mr. RIP): Life Design, In Progress

The Rational Reminder Podcast

CHAPTER

How to Be a Successful Personal Finance Advisor

Cameron: I had a great phone call this week from an advisor with a big bank in Toronto who was looking for feedback on his plan to move to the brokerage part of the business. As of right now, we have 27 decks in stock and if you're thinking about ordering a deck, please do. We are offering them for free. For book reviews coming up, we have author Jill Schlesinger coming here to talk about her book The Great Monday Reset. And also, Brittany Hoadak's going to join us to discuss her book Creating Super Fans.

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