Smart people know what they know, and what they don't.
Manage episode 473166845 series 3654893
Rita Robbins is in conversation with David Biebelberg, Senior Vice President of Freedom Capital Management, discussing the insights, formulas, and mindsets of his success as a financial advisors. David shares his outlook on the "grey-ing" of the industry, his philosophy for creating long lasting relationships with clients, and dispels myths about what the business of financial advice is not about.
One episode