462 – How To Spot The Bank's Sales Tricks
Debt Free in 30
00:00
The Importance of Sales in Financial Planning
Many branch based financial planners are paid on a 100% commission basis. The rewards are greater for selling products that make your employer more money, such as the bank's own lineup of mutual funds. Anybody and I'm exaggerating to get here because there have been some recent rule changes, but anybody can call themselves of, you know, an expert, a financial guy, whatever. And it doesn't necessarily mean anything. We've had on this show, numerous financial planners, CFPs, certified financial planners who are actually licensed.
Play episode from 05:36
Transcript
