Answer eight easy questions to find
out how much revenue you're missing out on.
Do you have ambitions to create your own advisory practice - one that better serves both your own personal and professional needs, as well as those of your clients? If so, what's holding you back?
If you’re a financial advisor working in a corporate structure, you might wonder if independent advisorship is a dream that’s too good to be true. You may like your current opportunity well enough, but you can’t ignore that compelling feeling that there’s something more for you on the horizon.
Financial advisors increasingly find themselves caught in the crossfire between their ethical compass and the escalating pressure to meet the demands of their institutions. The aggressive push for cross-selling and product promotion can have a devastating impact on the moral fabric of these professionals.
Evolution happens when new circumstances dictate change. Financial advisors learned this painfully during the pandemic when practices were forced to go virtual. It’s happening again in 2023 as we watch Schwab absorb what’s left of TD Ameritrade.
