 Working in the benefits area is a big help when reviewing that aspect of a client's financial plan, which is often an important piece of their situation.”Robert Wander, Wander Financial Services. |
Advisors put insurance on menu to cater to clients
Deborah Nason | CNBC, April 2015
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Summary: Cowles divides the financial conversation with clients into two parts, telling them that he is changing hats from financial planner to insurance broker.
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