 You might be a salesperson if... your production levels qualify you for all-expenses-paid trips to exotic locations."Bob Veres, a Financial Planning columnist, is publisher of Inside Information, an information service for financial advisers. |
Summary: Most people who provide financial advice self-identify on their websites and business cards as professionals: as advisers, planners or (popular with the brokerage firms) vice presidents of investments. And I think because most of these people provide at least some level of financial analysis for their customers, they’ve convinced themselves that their primary activity is advice rather than sales.
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