Who is Your Role Model?

Who is Your Role Model?

San Diego: “Where do I go for help?” asked Alex, a new advisor who attended one of our workshops and then continued, “I’m new to the business, I’m getting better, but I could still use the advice of someone who’s ‘been around the block’ a time or two.  When I look around my office, most of the advisors aren’t bringing in business.” 

The sad reality is that very few veteran advisors are capable of servin

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