“Sales” is viewed as a dirty word, but Glenn Mattson wants to change that. Join us as we look at what sales really is and what we can do today to better our careers.
Sophia Bera joins us today to share her story on becoming the financial planner for millennials.
In this episode Dr. Dave Yeske shares the importance of research for financial advisors. If we want to truly move forward as a profession, we have to be engaged with the research and let that help guide our work with clients.