Summary: We often get calls from advisors wanting to know how to leverage their prior profession in growing their budding financial services practice. Many of these advisors have significant prior experience, so it’s a natural question to ask.
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When we say crafting a “bridge,” we mean establishing a connection between something in your personal history that both led you to and equipped you to become a financial advisor.”
Stephen Boswell, President, The Oechsli Institute and Kevin Nichols, Chief Operating Officer, The Oechsli Institute |
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