Episode Synopsis "How, when and why advisers should quit"
Never sell your clients on your institution. You should be the face of the organization to them, says career consultant Rick Rummage. He talks to editor Lee Conrad about that and other tips on how advisers should resign.
Listen "How, when and why advisers should quit"
More episodes of the podcast Bank Investment Consultant Podcast
- Teach clients, don’t sell them, on retirement
- How to educate clients on Social Security
- Segmenting a book can lead to better teamwork
- How, when and why advisers should quit
- Filing early for Social Security goes against the odds
- Compensation changes coming to the bank channel
- What compensation changes are in your future?
- Segmenting a book under a fiduciary standard
- Social Security is stronger than you think
- Navigating a changing career path for advisers
- Banks struggle to keep HNW clients