Reframing your thinking to overcome fear about developing COI relationships
Million Dollar Round Table (MDRT)
JUNE 4, 2024
You can either fall into the category of transactional advisors, where you are simply looking to sell a product, or you can take the wholly encompassing, 360-degree approach to giving good financial advice, supported by a range of other professional services. Let’s not forget they need us just as much as we need them.
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