From Product Sales to Professional Financial Planning with Jeff Paul

Send us Fan Mail What does it take for financial advice to be experienced as a profession, rather than a product-driven sales process? In this episode of PROpulsion LIVE, I speak with Jeff Paul about what needs to change if financial advisers want to build client-centred, professional and intergenerational advice practices. Jeff has spent almost three decades in financial advice, leadership and adviser development. His career has taken him from financial adviser to senior leadership roles w...