Skip to Main Content
Where Winners Live: Sell More, Earn More, Achieve More Through Personal Accountability
book

Where Winners Live: Sell More, Earn More, Achieve More Through Personal Accountability

by Dave Porter, Linda Galindo, Sharon O'Malley
February 2013
Beginner to intermediate content levelBeginner to intermediate
240 pages
4h 19m
English
Jossey-Bass
Content preview from Where Winners Live: Sell More, Earn More, Achieve More Through Personal Accountability
image

CHAPTER 7

CLARITY: THE CORE OF ACCOUNTABILITY

“Personal accountability means if we have a discussion and we agree we’re going to do something, that’s what’s going to be done. It’s not a variation of what’s going to be done. It’s what’s going to be done.”

—Alan Bolotin, accredited estate planner, licensed financial planner

Before a financial advisor meets with a new client for the first time, Caitlin, a financial planning director, typically sits down with the advisor to go over the products and plans that will drive the discussion during the meeting. She answers all of the advisor’s questions and doesn’t end the meeting until she is satisfied ...

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Start your free trial

You might also like

Turning People into Teams

Turning People into Teams

David Sherwin, Mary Sherwin

Publisher Resources

ISBN: 9781118461358Purchase book