As firm owners in the financial services industry, success requires more than just being knowledgeable. It also requires the ability to build and manage a thriving business. Yet, so many advisors across the industry fail to truly grasp what that means. That’s why I’m using the next few blog entries to speak directly to independent financial advisors. I want to help you unlock the success in your firm by pointing to some of the blind spots that commonly trip us up. However, even if you’re not a financial advisor, this series is for you. The principles can be applied across multiple industries, or even help you when hiring an advisor. Follow Along With The Financially Simple Podcast! This week on The Financially Simple Podcast: (1:46) More questions from financial advisors than any other segment (2:33) Why this information is for everyone (4:15) One thing that surprises me (5:41) Who, […]
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