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As a successful 20 year veteran of the financial services industry, having worked as both an advisor and a manager throughout his career, Bill Cole is passionate about “Creating the Top Advisors of Tomorrow!” As both a sales coach and business development consultant for financial advisors and managers, he believes that success leaves clues.
Bill believes that one of the keys to having a great career is being passionate about the business, learning and studying great examples, and finding the clues that work for each of us. He has written 2 career enhancing books based on his experience in the financial services industry: The Complete Financial Advisor and The Complete Sales Manager.
Bill is a member of the Financial Planning Association (FPA), the Society of Financial Services Professionals (SFSP), the International Coach Federation (ICF), and the Bank Insurance & Securities Association (BISA)
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