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Question 1 of 4
Describe your business.-the target market you serve.-the business model you use(aum, subscription,etc)-current aum and/or monthly cash flow.-asset minimum if applicable.-anything else
Question 2 of 4
What's your company name and website URL?How long have you been an advisor?
Question 3 of 4
What's the single biggest challenge you have as a financial advisor?
Question 4 of 4
If we were having a discussion 6 months from today, and you were looking back over those 6 months,what has to have happened in your life, both personally and professionally, for you to feel happy with your progress?