[CB3] DEPRECATED - Tertiary Banner

Personal Statements and Professional Advantages

Joe Fink of Lincoln Financial discusses how a unique style can set next-gen financial advisors apart.

cb15 resource post

Subscribe to Newsletter

Related Posts

Practice Management Podcasts

May 12, 2021

We wrap up our discussion with Joe Fink of Lincoln Financial on the NextGen in 10 Podcast by examining how putting forth your own unique style as an advisor can shape client opinions and make a difference for your business. This episode concludes a conversation on dress, deportment, and professional appearance when it comes to the financial services profession, and the advantages of mastering presentation for client and professional goals.

Related Posts