Summary: As a financial advisor, are you operating a practice or a business? Perhaps the answer is neither. You could be in a transitional phase, a sort of “no man’s land,” if you will, between the two models. And you might not even be aware of it.
 Just as single-cell organisms were the first phase of life, solo practitioners were the origin of the financial planning profession. Later, just as life forms merged with others (OK, this analogy is a stretch, but work with me here, people) you may have joined or created a practice with one or two other professionals.”Ric Edelman, chairman and CEO, Edelman Financial Services . |
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?
