Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
The Journey of a Financial Advisor
02:02 • 2min
How to Be a Successful Financial Planner
03:37 • 4min
The Importance of Learning From Advisors That Are Doing Roth Conversions
07:25 • 3min
The Importance of Showing Up Every Day
10:01 • 3min
How to Be a Successful Advisor
13:15 • 2min
How to Talk to People That Will Answer the Phone
14:49 • 2min
How to Ask More Persuasive Questions
17:11 • 1min
The Most Common Advice That's Overlooked
18:40 • 3min
How to Read Stocks for the Long Run
21:27 • 3min
How to Have More Effective Conversations With Clients
24:06 • 3min