Internal Use Only

7 Habits of Highly Successful Financial Professionals with Barry Nelson

June 13, 2023 Dan S. Episode 51
Internal Use Only
7 Habits of Highly Successful Financial Professionals with Barry Nelson
Show Notes

Barry Nelson, Private Wealth Advisor and former wholesaler, joins today show. We discuss:

  • The advisor's perspective: things wholesalers should know about FA's goals
  • Get Good: the 7 Habits of Highly Successful Financial Professionals
  • The Bleeding Edge: how to win conversations with your prospects


Buy your copy of Get Good: the 7 Habits of Highly Successful Financial Professionals