Sep 15, 2021
Sales is the lifeblood starting out in most financial planning careers. For many people, this can feel clunky, forced, or like a used car experience when in fact it should be quite the opposite of that. Focus on a collaborative process and make your fees and process clear.
Listen on as Daniel and Forrest share their valuable lessons learned, what's worked and what didn't, and ways to think about this for your financial planning career!