Right now, you are a paycheck player.
You play with your head, not your heart.
In your personal life, heart.
But when you get on the field it's all about what you didn't get.
-Jerry, 'Jerry Maguire', 1996
What if RIAs and Broker Dealers acted like sports agency's?
What if they treated you as talent rather than a producer?
What if they helped you generate creative "OBAS" and actually moved the needle to help you grow revenue, gross profit, net profit and after tax cash in the bank (accross ALL REVENUE)
What if they saw your marketing funnels, tax planning, podcasts, online courses and speaking engagements as revenue generating activities and areas to invest in?
What if they said "yes, let's find a way" more than they said "no. Because compliance..."
What if they were your TRUE business partner?
What if your firm acted like your own personal CFO?