Total client focus is the key to success as a fee-only financial advisor, according to Irwin Gross, a wealth coach and one of the founders of Family Wealth Partners, a firm in Weston, Fla.
Too many sales people are self-oriented, focusing on products instead of on client needs, he said.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access