MOVING FROM PROFESSIONAL SALES TO PROFESSIONAL (FIDUCIARY) ADVICE

Financial sales professionals are viewed through a sales/production industry prism.

Our challenge is to move from 'sales' to 'advice'.

As a fiduciary our fees do not include MER's.

They are client centric values based.

Not all sales professionals aspire to a professional advisor's fiduciary role.

With 14,000,000 boomers who need professional financial planning advice (vs product comparison advice) the opportunity to satisfy this need is in front of us.

Dan Zwicker
Toronto

Website:  http://www.dan-zwicker.blogspot.com