Which stage are you at and which stage would you like to be at?

In this episode, we're talking through what Brian Foster of The Financial Caddie describes as the four stages: starting with product sales, to assets under management, progressing to financial planning and then you'll have to listen to the end where we discuss what stage four is and what makes it the most valuable stage for both you and your clients.

Links and show notes at https://innovatingadvice.com/post/episode32.

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