I love working with Top Advisors and my programs are geared towards their needs. However, I’m always looking for affordable ways to help (newer) advisors to become Top Advisors. For my purposes, you’re new” if you’ve been independent or working for a firm for less than 3 years and your revenues are under 250K. OR you’ve been around the block a few times but your revenue is less than 250K a year.
In the past few months, I’ve had conversations with many newer advisors who come to the gate with big lofty goals and small pocket books (purses, or attaché cases).… Read More >>