The first question I ask an advisor is, 'What are you saying now when someone asks you what you do' Oftentimes the advisor says 'I am a vice president with x brokerage.' This is too generic, and it's not client-centric.
The first question I ask an advisor is, 'What are you saying now when someone asks you what you do' Oftentimes the advisor says 'I am a vice president with x brokerage.' This is too generic, and it's not client-centric.
© 2020 Inspirational Stories
© 2020 Inspirational Stories