Caring for the Investor, Not Selling Products for a Broker-Dealer

Today, Paul and Jim talk about how they got into the financial planning industry and when they both realized that they wanted to be caring for the client instead of helping a company sell financial products. Listen along as these two advisors share the tools these companies used to teach and groom advisors to pitch products. Paul shares how these practices pushed him out of that side of the industry and helped him start a business where he could educate and serve investors.

 

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