This is Why You Became a Financial Advisor


Manage episode 258418487 series 2167995
By Duncan MacPherson. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Listen to Chris Jeppesen and Duncan MacPherson in this actionable, fast-paced podcast as they discuss what you should be doing right now to be the voice of reason for your clients in these volatile times. For access to videos, scripts and templates to help you be your clients' voice of reason check out the Pareto Systems Knowledge Base:

176 episodes