Drew Houston, head of Financial Planning and Investment Sales, chats with Jim about the impact to our business and the process-driven themes where he’s seeing advisors win. Fee based and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a registered investment advisor. GE-3586928(5/21)(Exp.5/23)
Podden och tillhörande omslagsbild på den här sidan tillhör Jim Mellin, Chief Sales Officer, Equitable Advisors. Innehållet i podden är skapat av Jim Mellin, Chief Sales Officer, Equitable Advisors och inte av, eller tillsammans med, Poddtoppen.
