PARTNERS
PARTNERS
"One of the biggest mistakes we see advisors make is
they believe their job is to pick investments for
their clients"
Either you are managing the relationship or you're managing the portfolio....
You can’t do both.
Either you are managing the relationship or you're managing the portfolio....
You can’t do both.
So your goal should be to focus on how to eliminate everything else.
Managing the relationship requires you to be extremely familiar with your client. That doesn’t leave time to select investments, monitor allocations balance, and rebalance portfolios.
Backing away from these tasks is one of the hardest hurdles advisors have to
overcome, but if you want to be effective with your clients, you need to partner with an individual or team that will focus on the investment process.
We help great advisors reach
their full potential.
We help great advisors reach
their full potential.
We have built a business model and advisor plan that strips away many
of the impediments to growth and success.