Summary: It has been said, “It doesn’t matter if you win or lose — it’s how you play the game.” But, what if you are competing against an opponent that far outweighs your capabilities and resources, making your odds of winning more than unlikely? Is it still worth it to even play a game you can’t win?
 In order for RIAs to gain a leg up in the competition against the larger wirehouses, it is imperative they take on an active sales approach and sell their wealth creating philosophy that shows successful entrepreneurs “they get it” when it comes to their objectives.”Bill Militello, Militello Capital |
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