This originally aired as a video on my YouTube channel which you can watch here: https://youtu.be/8E9r7F6m5hU
The industry hasn't done a good job pointing out the differences in all the different titles, so let's look at the advisor vs planner title...
Finally, let me say what you call yourself can have little to nothing to do about what people see you as. For example, whenever I go somewhere and someone asks me what do I do, if I say "financial advisor" there is a natural inclination to what they are going to immediately think. Not until we get deeper into the convo (if that happens) can I change their initial thoughts.
Thanks for listening.For more information on what I'm doing for current and aspiring financial professionals, click here.
Want to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).
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