The Business Model of a Financial Adviser

Advisers get to a place of wanting something more. What are the most typical things they're looking to solve? The biggest one is growth. They want to attract a steady stream of prequalified, preendorsed, wealthy clients. Here at c d, we choose our clients. We anly want to work with people we can make a big impact for and if we're not the right ones, we're happy to point them in the right direction.