There was a time that if you wanted to make money as a “stockbroker” or financial advisor you had to be in your office, at your desk, and on the phone. Fast forward to today, and chances are you lose money in your office and at your desk. Remember, we are in the people business which means our primary function is to communicate and solve peoples problems. In the Advisor 2015 practice model I want your office to be wherever you are at the moment. Technology and investment models allow us to un-tether ourselves from our office. Imagine the possibility of working, communicating, and advising your clients from anywhere in the world. Listen to my audio comments for more detailed information.
Get Out Of The Office
Speak Your Mind
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