CE Drive with Jason Watt

Getting Started

2019-10-10

Join Jason and his guests Mitchell and Garrett as they discuss buying a block of investment business, and getting clients used to hearing retirement advice from a young advisor. Remember to subscribe and and earn your continue education credits at bccquiz.online! Supplementary Materials: How To Structure Your Earn Out (Without Getting Burned) Serving Clients Through Needs-Based Sales Practices Projection-Free Financial Planning To Avoid A False Sense Of Precision Projection Assumption Guidelines