Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.
Guest Bio – Dan Smaida
Editor-in-Chief of the AdvisoryEDGE™ Digest | Creator of the AdvisoryEDGE™ method | Author of “The Psychology of Advice”
Dan Smaida has spent this entire century coaching and training financial professionals on consultative skills. He has worked with some of the industry's leading insurance and advisory firms. Smaida speaks at conferences like ACP Connect and Cetera's Growth Summit. His second book "The Psychology of Advice" publishes May 2023. Smaida AdvisoryEDGE™ programs have helped thousands of financial professionals improve skills and results. (www.AdvisoryEDGE.com)
Podcast Episode Description: Developing Your Consultative Skills
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Podcast Disclosure:
All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.
Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.
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