'We Won' is Better Than 'I Scored'

vor 5 Jahren

10 Minuten

0 0 0

Podcast

Podcaster

Crushing It.

Equitable Advisors Podcast Series

Wirtschaft

Beschreibung

vor 5 Jahren

Drew Houston, head of Financial Planning and Investment Sales,
chats with Jim about the impact to our business and the
process-driven themes where he’s seeing advisors win. Fee based and
non-fee based financial planning is offered by financial
professionals who are investment advisor representatives of
Equitable Advisors, LLC, a registered investment advisor.
GE-3586928(5/21)(Exp.5/23)