As an advisor, you may feel you have achieved a good level of success, but do you sometimes feel as if you’re stuck in the wrong place? Maybe you’re at a firm where you wonder if you’re doing what’s best for the client or what’s best for the firm? Are you forced to compete with the people you sit next to instead of working as a team? It doesn’t have to be that way!
The regulatory changes in our industry will create a clear distinction between advisors that serve the client and those that serve something else. If you’re interested in doing what’s best for your clients, creating a success story for yourself, and making a real difference in other’s lives, there’s a great opportunity for you!