Jun 6, 2018
Today we were joined by Teresa McClelland-Sargent, Royal Alliance advisor and president & owner of Financial & Tax Planning, Inc. and Financial Planning Advisory Corp of Flint, Michigan.
During our conversation, Teresa discusses her earliest perceptions of the financial advisor role, the very first invitation Theresa received from her father to embrace the financial advisor role, what Teresa is most grateful for in her on-boarding as an advisor, and how Teresa experienced success in her series exams. Teresa also shares her experiences assuming her father's practice and how that's influenced Teresa's process with her son as he on-boards as an advisor. Finally, we discuss the importance of truly listening to clients, committing to follow-through, and most of all – being authentic with clients.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
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