The Bridge Builder Path to Independence: An Insider's Guide to RIA Freedom - Couverture souple

Barber, Jason; Barber, Steve; Pankratz, Taylor

 
9798336018479: The Bridge Builder Path to Independence: An Insider's Guide to RIA Freedom
Couverture souple
ISBN 13 : 9798336018479
Editeur : Independently published, 2024

Synopsis

Are you a successful financial advisor feeling trapped in the captive broker-dealer model? Discover how to break free and build the practice of your dreams with "The Bridge Builder Path to Independence."

Written by industry veterans Jason Barber, Taylor Pankratz, and Steve Barber, this insider's guide offers a roadmap to true independence as a Registered Investment Advisor (RIA). With decades of combined experience and a successful transition to independence under their belts, the authors provide invaluable insights into:

  • The limitations of the captive broker-dealer model and why independence matters
  • Strategies for a smooth transition to RIA ownership
  • Building a powerful brand and marketing engine from scratch
  • Overcoming common hurdles in compliance, technology, and mindset


Whether you're driven by the desire to put clients first, take control of your destiny, or leave a lasting legacy, this book is your step-by-step guide to achieving RIA freedom. Learn how to navigate the challenges, seize the opportunities, and build a thriving, client-centric practice that truly reflects your values.

Don't just dream about independence – make it a reality.
Start your journey to RIA freedom today with "The Bridge Builder Path to Independence."

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

Éditeur
Independently published
Date d'édition
2024
Langue
anglais
ISBN 13 
9798336018479
Reliure
Broché
Nombre de pages
126
Coordonnées du fabricant
non disponible
Personne responsable
non disponible