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Creating Professional Contrast
2022-07-29 • 20 second read

Earlier, advisors fixated on credentials, designations, and technical abilities.

However, the industry has now shifted from transactional salesmanship to directional stewardship. As financial services get commoditized, advisors need to offer more.

In this episode, Chris Jeppesen and I discuss how advisors can create professional contrast and grow their practice.

Tune in now (or download it for later) by clicking here

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