Tag: second opinion

Beware of Offering a Second Opinion (Distraction-Proof Advisor Idea Video #27)

Offering a second opinion is not the great prospecting tool you may have heard it is. In fact, it can open you up to all kinds of dangers.

Client Testimonials

"2021 has been a great year for my business, and a lot of that was because of what I learned from you, Paul. You've been an advisor, so you get it! Thank you so much for your invaluable transformative coaching and advice!"

Michelle Glass, Glass Financial Advisors