The difference between a financial advisor and an insurance agent

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There’s a difference between being an insurance agent and a financial advisor, says Kevin J. Murphey, MEd, RFC. People will buy insurance from their financial advisors, but they will not necessarily buy financial products from their insurance agents. When Murphey made the shift, a recommendation for life insurance became easier because he was already managing the client’s assets.

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Hi, interesting difference. Quick question, will pursuing IFC certification in 2024 still be a valuable choice for entering the banking sector focused on mutual funds, despite the growing interest in ETFs

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