Summary:Throughout my career, every adviser I've worked with has had the same goal — to increase revenue while maintaining or improving their quality of life. This is a daunting task for the majority of advisers in our industry and a reality for a select few. The question is, then, “How do you join that select group, or if you are already in the select group, how do you keep driving forward?”
 Take the time to do a self-assessment and, if you would like to work with wealthier clients, make sure the services you offer and the advice you provide is impactful, timely and professionally delivered. "Paul Saganey, founder and president, Integrated Financial Partners. |
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