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What about sales?
Manage episode 302396471 series 2948641
Contenu fourni par Daniel Kopp and Forrest Baumhover. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Daniel Kopp and Forrest Baumhover ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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!
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