Stop Languishing. Don't Pivot. Grow!

Remote work has put many Advisor in a weakened position, they're no longer able to drive new business growth through traditional means. Some have managed to strengthen their Position, here's how -

Advisors are onboarding clients that they would not otherwise consider - clients that don’t fit the practice model. This act is leading chaotic non confirming practices, lost of focus and a mix of clients that are not cohesive.

In effect, the Advisors that continue down this path will weaken their profile and lose their edge, their strategic place with…

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