Jun 13, 2023
InvestmentNews: Sales is not a dirty word
The art of being good at selling the importance of a great financial plan to a client is a key part of what advisors do. If you can’t sell or communicate, you probably won’t be good at your job. In “Sales is not a dirty word,” his June 7th, 2023, practice management column for InvestmentNews, Allworth Co-CEO Scott Hanson expounds on a moment early in his career when he finally realized that he’d been paid a great compliment by a client who’d referred to him as a “salesman.”