46 min

A Group Chat: Discomfort Around Selling The Advisor Of Tomorrow

    • Entrepreneurship

Inspired by a tweet, this conversation brings together financial advisor Jess Bost, Jude Boudreaux, CFP®, and Dr. Joy Lere to talk about the discomfort many financial advisors have around "selling". 

We discuss how to overcome this feeling, position yourself beyond a salesperson, and establish relationships that have nothing to do with selling.

Inspired by a tweet, this conversation brings together financial advisor Jess Bost, Jude Boudreaux, CFP®, and Dr. Joy Lere to talk about the discomfort many financial advisors have around "selling". 

We discuss how to overcome this feeling, position yourself beyond a salesperson, and establish relationships that have nothing to do with selling.

46 min

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