Do you know the difference between a financial salesperson and a financial advisor? The salesperson knows all there is to know about his or her products and feels they are well suited to the needs of all who approach them to make a financial purchase. The advisor knows all there is to know about his or her client, and only recommends a financial product that they believe will suit that client's individual needs, objectives, risk tolerance and financial goals.
Are you working with a salesperson or an advisor?
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