Maybe your current brokerage relationship has gotten too small for where you think your business should be going. To find a fit, you need to take your measurements.
Would-be doctors spend years learning on-the-job skills, and a Minnesota planning firm is taking a similar approach to helping trainees get their required three years of industry experience.
For generations, the financial industry was geared to attract go-getters who craved fast-paced sales environments and the chance to earn big payouts. Now, the kids want safety, so they're just not buying the old recruiting techniques.
In my business owner practice we work with our clients to become passive owners in their businesses. We help them become operationally irrelevant in their business which allows the owner to focus on strategic issues and not spend time on operational or customer issues.
Regulatory compliance and advertising review services.
You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $60 quarterly membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.