Friday, June 15, 2012

The Secrets Behind Becoming an Elite Advisor

Great article for advisors, but it leaves out one important point - before leaving your firm, joining a new one, or starting an RIA, consult a securities attorney who knows the business. Too many advisors come to us after the fact, when a couple of bucks in the beginning could have avoided or minimized the problem.

The Secrets Behind Becoming (and Remaining) an Elite Advisor

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