Search

WHY CAN'T ADVISORS JUST BE FRIENDS

Why do so many financial advisors like to tear down other financial advisors based solely on how they are licensed or what type of firm they are affiliated with?


I get it if they're doing bad work or negligent planning.


But often times it seems the attacks are based solely on:


they sell products = bad

they have their series 7 = bad

they are affiliated with a BD that manufactures products = bad

they are fee only = bad

they are commission only = bad

they are commission and fee = bad

they "double dip" on AUM + planning fees = bad


Advisors are seriously outnumbered by prospects....


Good advisors with a speciality aren't even competition for each other.


It's all about collaboration.


Why can't we all just:


grab a guitar

sit around a campfire

兩抽色 and be friends


How do you feel about financial advisors in other channels?


Love them? Hate them? Or don't care?

0 views0 comments

Recent Posts

See All

100K IN RECURRING REVENUE. You wake up January 1 and by December, 31st your financial planning practice has brought in 100k net before you sell a single insurance policy, annuity or one time financial

"I'm a big girl!" That's what Addie has been saying these days. It's true. Sometimes life moves so fast day to day that you don't even realize how fast it is moving year to year. Today was one of thos

Today is my birthday. 33 years young. I like to work on my birthday. I know some people take off, but I LOVE building, creating and doing. That's the beauty of working for yourself right? I have been