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2. Rethink: Financial Advice vs. Sales

Are you an advisor who sells, or a salesperson who advises?

Making that distinction is absolutely vital for you as someone working in the financial advising industry.

In this episode, Adam Holt & Derek Notman speak about professional identity and the importance of defining it for yourself and your consumers. Adam and Derek speak about their own personal experiences of defining their identity and aim to help you define yours.

Adam & Derek discuss:

  • How the financial space has been defined and how it can be rethought moving forward
  • The importance of complete transparency with your clients
  • How pay structures fit into your ability to define your professional identity
  • Technology and robo-advice within the financial advising industry
  • And more


Life Insurance Field Distribution Market Study

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