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Wealth Professional | 19 Mar 2014, 09:21 AM Agree 0
Author Paul Armson explores the secret behind making the most out of your career as an advisor - for you and your clients.
  • Kathy Waite | 19 Mar 2014, 02:55 PM Agree 0
    I have been fee only since October 2011 and these last couple of years have been the most fun of my 27 in the industry. I have more engaged and excited clients and we talk about the fun and the sad stuff. I insist the uninterested spouse comes along and 99% of the time they leave bubbling with enthusiasm as this is about THEM , their lives not products. I wont use the word financial planner or advisor as its so muddied by peoples bad experiences with sales reps. I use Networth Manager . We manage all areas so in bad times you weather the storm and in good times prosper. Products are the last thing on the list. Families really appreciate that. they know I am on their side as I am paid by them not commission so no hidden agenda. off to find Paul Armsons book.........This was harder at first no trailers to cover ongoing expenses but will better long run for my next 20 years!
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