My firm got bought by a big bank and they want me to cross-sell credit cards and loans and it feels like I am becoming a used car salesman.
More people experience this than they realize.
Organizational evolution can force us to choose between economic security and professional identity.
“Where Are You with Financial Services — Financial Advisory & Wealth Management?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.