Select Language

Check Application Status

Resource Zone

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

Edward Franklin Marshall, APFS

Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 5 1 Rating Choose a rating
Please Login or Become A Member for additional features

Note: Any content shared is only viewable to MDRT members.

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.

{{GetTotalComments()}} Comments

Please Login or Become A Member to add comments