MULTIPLE STREAMS OF INCOME FOR FINANCIAL ADVISORS
Having MULTIPLE STREAMS OF INCOME is CRITICAL in our rapidly changing environment. Click here to see our 20-minute free training video.
Regulations, technology, artificial intelligence, mergers and acquisitions, outsourcing…there’s no end to the variables that will affect our financial planning and insurance businesses.
By providing a little more comprehensive and proactive planning for our clients, we can:
- Increase our revenue
- Reduce our business risks
- Provide more value to clients
- Help CPAs and other Strategic Partners
- Enjoy our careers more!
After coaching over 1,000 financial advisors and insurance agents across North America, we’ve seen a concerning trend.
The vast majority have 90% of their revenue coming from one or two activities.
That’s not a problem when everything is going as planned…but what happens when something breaks?
Want to learn how to build your financial planning or insurance business in a way that produces multiple streams of income?