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Financial sales professionals are viewed through a sales/production industry prism.

 Our challenge is to move from ‘sales’ to ‘advice’.

 As a fiduciary our fees do not include MER’s.

 They are client centric values based.

 Not all sales professionals aspire to a professional advisor’s fiduciary role.

 With 14,000,000 boomers who need professional financial planning advice (vs product comparison advice) the opportunity to satisfy this need is in front of us.

 Dan Zwicker


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