LET’S BE REAL … the future of the financial services industry is changing.
Compensation (whether it’s commissions or asset fees) continues to get squeezed.
Demands (compliance, client demands, or managing your team) continue to increase.
Not to mention, an international pandemic has drastically increased people’s desire and commitment to plan for their future, creating an opportunity for advisors to heed the call … step in, plan, and charge for it.