Starting a business can be a lonely endeavor. While it’s great to be your own boss and to be able to work on your terms, sometimes it’s nice to have a bit more of a support system around you. Even when you know what you’re doing, there will always be situations that make you wish you could access a second opinion.
Those moments of loneliness or needing a gut check are when a network can really come in handy. And for financial advisors, this is only the tip of the iceberg as far as what a professional network can do for you!
Continue reading “How to Choose the Right Financial Advisor Network for You”
So you want to become a financial advisor. That’s great! Do you know what type of financial advisor you want to be?
Do you know what types of financial advisors there are?
Believe it or not, deciding what type of financial advisor to be is one of the most important decisions you’ll make when you’re first starting out. While there are no right or wrong answers, the implications of your decision will impact your company, the types of clients you acquire, and your bottom line.
In short, think carefully before you decide.
Continue reading “How to Decide What Type of Financial Advisor to Be”
Calling all independent financial advisors: you don’t have to go it alone.
Even though you’ve already taken the brave step to start your own business, build the kind of practice you believe in, and take on the clients you most want to help, that doesn’t mean you have to go down that path without any support.
Enter financial advisor networks (aka your most reliable support system and cost savings tool).
Continue reading “How Joining an Advisor Network Can Help You Reach Success”
In the world of financial services, everyone’s thinking about one thing: money. How to make it, how to grow it, how to keep from losing it.
But you don’t have to be obsessed with making money to “make it” in financial services.
In fact, you can be a successful financial advisor without focusing on this at all. Contrary to what the traditional world of financial services would tell you, you don’t have to sell products to survive. You can make a living by giving reliable, unbiased advice. Here’s how.
Continue reading “Lifting the Fog of the Financial Services Doctrine (You Don’t Have to Sell Products to Survive)”