Bigger Fish to Fry #1 Continued

It's All About Sales

….Enough soapbox. This is what The Fiduciary Sale is about: For Advisors, The Fiduciary Sale teaches that there is a business practice that embodies basic principles like ” The Ethical Advisor’s mantra”: I do not consider my income when I recommend an...

It's All About Sales

It's All About Sales, Reading Lounge

What’s in a name?  Here is a over-simplified description of the types of salespeople that advise clients on investing assets: STOCKBROKER:  Recommends stocks, bonds and other securities to clients and gets paid commissions on those the clients select. INVESTMENT...