Reframing your thinking to overcome fear about developing COI relationships
Million Dollar Round Table (MDRT)
JUNE 4, 2024
Forte, FCII, CFP There should always be a holistic nature to financial planning. You can either fall into the category of transactional advisors, where you are simply looking to sell a product, or you can take the wholly encompassing, 360-degree approach to giving good financial advice, supported by a range of other professional services.
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