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Small Steps, Big Wins | Dan Smaida | Developing Your Consultative Skills

CEO

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Paul Blanco Podcast

Paul Blanco

Barnum Financial Group

Barnum Financial Group Podcast

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Finance Podcast

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CERTIFIED FINANCIAL PLANNER™

Small Steps Big Wins

Financial Shorts

Financial advice

bitcoin

Dan Smaida

AdvisoryEDGE

The Psychology of Advice

Dan Smaida Paul Blanco

Автор: Paul Blanco's Small Steps Big Wins Podcast

Загружено: 1 апр. 2025 г.

Просмотров: 119 просмотров

Описание:

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest Bio - Dan Smaida
Editor-in-Chief of the AdvisoryEDGE™ Digest | Creator of the AdvisoryEDGE™ method | Author of “The Psychology of Advice”

Dan Smaida has spent this entire century coaching and training financial professionals on consultative skills. He has worked with some of the industry's leading insurance and advisory firms. Smaida speaks at conferences like ACP Connect and Cetera's Growth Summit. His second book "The Psychology of Advice" publishes May 2023. Smaida AdvisoryEDGE™ programs have helped thousands of financial professionals improve skills and results. (www.AdvisoryEDGE.com)



Follow Paul on Instagram: @paul.f.blanco
CRN202803-8419091

Small Steps, Big Wins | Dan Smaida | Developing Your Consultative Skills

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