Internal Use Only
For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.
Internal Use Only
This or That: Career Decisions for Wholesalers and Advisors
•
Dan S.
•
Episode 58
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Kurt Dupuis and Steve Seid from Touchstone Investments join Dan to discuss career decisions that almost every wholesaler or advisor face in their career. They include:
- going from a wholesaler to an advisor
- going from a Wirehouse to an Independent BD
- going from external to management
This is a crossover episode that was recorded for the Internal Use Only podcast and the Whole Truth podcast for financial professionals.
-Dan