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Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran

Financial Advisor Success

CHAPTER

Do You Have a Colby Consultant?

How did you come around to the point of doing this? Yeah. So I've, one of the LPL advisors that I knew was a part of the Colby group. And so they set me up with a Colby consultant. They spent, you know, there's, there's your consultant that explains the process for you. You go through what the role is that you're hiring. And then they do an analysis and sit down and talk to you about,. okay, well, this person scored this and this person did that.

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