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Get all your Continuing Education credits for Canadian Financial Planners, Investment Advisors, and Insurance Agents in a podcast! Subscribe at bccquiz.online for the quiz.
Episodes
Thursday Oct 10, 2019
Thursday Oct 10, 2019
- Join Jason and his guests Mitchell and Garrett as they discuss buying a block of investment business, and getting clients used to hearing retirement advice from a young advisor.
Remember to subscribe and and earn your continue education credits at bccquiz.online!
Supplementary Materials:
How To Structure Your Earn Out (Without Getting Burned)
Serving Clients Through Needs-Based Sales Practices
Projection-Free Financial Planning To Avoid A False Sense Of Precision
Projection Assumption Guidelines
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