Product or Planning?
Oct 19, 2008 3:18 am
What is the best way to become successful in this business, by focusing on one product to keep it simple or by taking a financial planning approach? Seems like the brokers I’ve talked to that focus more on product have higher incomes than those using a planning approach.
Thanks in advance for your thoughts!Source URL:https://www.wealthmanagement.com/forums/prospecting-marketing-and-selling/product-or-planning