Our industry is going through some very significant changes.
In this video, I discuss two types of advisors, the "T-shaped" and "M-shaped".
Which one are you?
The vast majority of the industry training is focused on making advisors better "M-shaped" professionals.
This may have worked well in the past, but as our world becomes more complicated, it's proving to be an outdated approach.
If you like the idea of focusing on your strengths and leveraging advanced planners for everything else, you would enjoy our training.