#11 - Copywriting, Content Creation, and Building on Linkedin - Max Pashman
MAX PASHMAN, CFP®
FINANCIAL PLANNER
Your priorities should be addressed by what's best for your needs rather than someone else's sales quota. Unfortunately, the traditional business model in the financial industry has failed to recognize this. Rather than jumping right into a client-facing role, Max decided to invest his time learning more about the financial sector. He worked for several successful teams that guided him towards the appropriate steps towards understanding the financial planning process over time. During his training, he assisted hundreds of households to get them closer to…
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