The Financial Advisor’s Edge Podcast

The naughty list: Bad prospects and how to deal with them [Episode 30]


Listen Later

On this episode of The Financial Advisor's Edge Podcast, a podcast for Financial Advisors and Financial Planners,  Jim, Brad, Jeff, and Gregg share their wildest prospect stories and what they would have done differently.  Learn from their mistakes and get better.

Join our private Facebook group at: https://www.facebook.com/groups/advisorsedge

Visit our website at:  www.thefinancialadvisorsedge.com

...more
View all episodesView all episodes
Download on the App Store

The Financial Advisor’s Edge PodcastBy Jim Martin, Gregg Gonzalez, & Brad Warhurst - Rainmakers

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

61 ratings