This or That: Career Decisions for Wholesalers and Advisors

Released Tuesday, 24th October 2023

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This or That: Career Decisions for Wholesalers and Advisors

Tuesday, 24th October 2023

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Kurt Dupuis and Steve Seid from Touchstone Investments join Dan to discuss career decisions that almost every wholesaler or advisor face in their career. They include:

going from a wholesaler to an advisor
going from a Wirehouse to an Independent BD
going from external to management

This is a crossover episode that was recorded for the Internal Use Only podcast and the Whole Truth podcast for financial professionals.

-Dan

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Internal Use Only

For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.

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Download Audio Filehttps://www.buzzsprout.com/1692352/episodes/13830211-this-or-that-career-decisions-for-wholesalers-and-advisors.mp3

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