Sales and Services Philosophy From an Industry Veteran

Advisor Success Series
30/04/2018 27 min Temporada 1 Episodio 4
Sales and Services Philosophy From an Industry Veteran

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Episode Synopsis

On this episode of our Advisor Success Series Podcast, we are joined by Paul Berard. Paul is the head of distribution for the TAMP and ETF Strategist divisions of FlexShares, a division of Northern Trust Asset Management. Over the last 30 years he has worked with a diverse group of industry firms, teams, and advisors. In this podcast Paul shares his extensive knowledge of sales and best practices for financial professionals. 

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