There was a time not too long ago where the financial planning industry seemed to be focused on selling financial products and volume, volume, volume! This foundation in sales is still around, but we’ve started to notice a much-needed shift towards financial planning becoming primarily a professional advice industry. Now, don’t get us wrong, sales are important in any business. Everyone has to keep the lights on. But there’s a fine line between generating sales, and building long-lasting relationships. With … Read the whole post...