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Podcast: For Advisors By Advisors
Episode: For Advisors By Advisors - Interview with Wendy Fuller VanCleve, Senior Planning Advisor, Fountain Financial Group - What are the Most Important Items to Understand when Joining the Bank Channel?
Description: In this episode, we speak with Wendy Fuller VanCleve, Senior Planning Advisor with Fountain Financial Group. We went over Wendy’s change of careers from estate attorney to being a financial advisor. We went over the teams move from one bank program to another one and what that change has been like. We also talked about the benefits of who you affiliate with and how that can be huge for the relationships you cultivate. Hope you enjoy!  Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast...