Getting Comfortable with S*!#s

Many new planners feel like talking about sales borders on the profane. Here are some ways to approach selling that will make you and your prospects more comfortable
By
Hannah Moore

Journal of Financial Planning: September 2024

 

Editor’s note: This is a transcript of an episode of the You’re a Financial Planner…Now What? podcast. It has been edited for length and clarity. 

Sign in to continue.

Access this exclusive member content, plus so much more.

Become a member

  Sign in

Journal: September 2024

More from this issue

Related Events