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Qualify for Top of the Table: Shift from order taker to financial advisor

Edward Franklin Marshall, APFS

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When you become a financial advisor instead of an order taker it can cause a shift that increases both your income and professional happiness. For Top of the Table qualifier Ed Marshall, it starts with selecting clients who are financial delegators. He explains how to identify that type of client, and what to do with clients who won't implement a holistic financial plan.
 

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