Advisor Architect: Building the Practice You Always Wanted

ISBN-13: 9781540776242 / Angielski / Miękka / 2017 / 86 str.

Dan Cuprill

Opis

If you're an independent financial advisor, you are slowly headed to the same fate as Blockbuster Video, Border Books, and AOL. Your clients no longer need you to buy the products you sell. Even worse, most of your "partners" in business (the FMO's, TAMPS, and B/D's) don't care if you're profitable. To survive, the independent advisor needs the right systems. Systems equal profit. Profit equals freedom. Million dollar fee based advisor Dan Cuprill shares with you the systems he built to create a business based based on profitable growth and personal freedom.