 Salespeople are not evil, or wrong — they just aren’t the future of the planning profession. In order to go beyond being just a salesperson, you’ll need to change your service and compensation model.”Bob Veres, publisher, Inside Information. |
Are you a salesperson or a professional planner?
Bob Veres | On Wall Street, September 2016
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Summary: Earlier this year, I wrote a column titled “You Might Be a Salesperson If…” in which I described some traits of planners whose primary activity is sales, rather than advice. I was surprised by the vehemence of the emails and online responses from people who first self-characterized as salespeople based on what I wrote, and then objected to my depiction of them.
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