I started my career assuming A comprehensive plan was everything Because most advisors sold stuff And no one gave advice So I built the big, expensive holistic thing for everyone HENRY’s and big AUM clients needed it But the majority of my friends didn’t
It’s only been a week of offering these free assessments and I’ve already sent out 4 with pretty minimal promotion (plus I have several pieces of content to share over the coming weeks).
I’ve never been more excited about the future of my business and the industry than I am right now.
Thanks for sharing this Reese!
It’s only been a week of offering these free assessments and I’ve already sent out 4 with pretty minimal promotion (plus I have several pieces of content to share over the coming weeks).
I’ve never been more excited about the future of my business and the industry than I am right now.