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.
Internal Use Only
This or That: Career Decisions for Wholesalers and Advisors
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Dan S.
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Episode 58
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