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Adapt Or Die eBook

5 Ways The Financial Industry Is Evolving And How Advisors Must Adapt To Survive

by Robert Sofia
language: english
Publisher: Distributed By Ingram Spark, September of 2014 ‧
11,91€
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"Enter This Office At Your Own Risk!" Should this sign be hanging over the door to your office?It''s never been harder to be an advisor. Fail to follow the latest SEC, FINRA, or Department of Labor guidelines and your broker-dealer could fire you. Aging clients often mean diminishing accounts and fewer opportunities to invest.Younger clients expect you to be as technologically savvy as they are. Signing bonuses and other forms of compensation, secrets in the past, must be disclosed to clients. Commissions are a vanishing species while the costs of doing business are on the rise. Paradoxically, it''s never been a better time to be an RIA...if you have a clear sense of where the industry is today and where it will be tomorrow. Robert Sofia, Co-founder and CEO of Platinum Advisor Strategies, has written the ultimate guide for advisors seeking to understand the pitfalls and opportunities that coexist in today''s rapidly changing financial services environment. Actually, the biggest risk you can run today is not to know what Robert Sofia is writing about. Discover in this groundbreaking new book what you must do today...and tomorrow... to insure the future of your financial services firm. Read it before your competition does!

Adapt Or Die

5 Ways The Financial Industry Is Evolving And How Advisors Must Adapt To Survive

by Robert Sofia

Property Description
ISBN: 9781939758873
Publisher: Distributed By Ingram Spark
Release Date: September of 2014
Language: English
Pages: 140
Format: eBook
File Format and Compatibility:
Categories: eBooks in English > Economics, Finance and Accounting > Finances
EAN: 9781939758873
Acessibilidade: Ver características de acessibilidade indicadas pelo editor