Sales Training and Business Development Skills for the Next Generation of Financial Advisors
Jun 1, 2018
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By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
The first generation of financial advisors had fundamental sales skills—after all, they probably started out as insurance agents or stockbrokers. For today’s newest advisors, who are purveying advice from the get-go, it’s crucial to recognize that selling—and developing their sales technique—is an essential skill for success.