Robert Sofia's Adapt or Die: 5 Ways the Financial Industry Is Evolving and PDF

By Robert Sofia

ISBN-10: 1939758866

ISBN-13: 9781939758866

"Enter This workplace At your individual Risk!" may still this signal be placing over the door for your office?It's by no means been tougher to be an consultant. Fail to persist with the most recent SEC, FINRA, or division of work directions and your broker-dealer may possibly hearth you. getting older consumers usually suggest diminishing bills and less possibilities to invest.Younger consumers count on you to be as technologically savvy as they're. Signing bonuses and other kinds of repayment, secrets and techniques long ago, needs to be disclosed to consumers. Commissions are a vanishing species whereas the prices of doing company are at the upward thrust. satirically, it really is by no means been a greater time to be an RIA...if you may have a transparent experience of the place the is this present day and the place will probably be day after today. Robert Sofia, Co-founder and CEO of Platinum consultant options, has written the last word consultant for advisors trying to comprehend the pitfalls and possibilities that coexist in modern speedily altering monetary prone surroundings. truly, the largest threat you could run this present day isn't really to grasp what Robert Sofia is writing approximately. detect during this groundbreaking new ebook what you want to do today...and tomorrow... to insure the way forward for your monetary prone company. learn it prior to your festival does!

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Adapt or Die: 5 Ways the Financial Industry Is Evolving and How Advisors Must Adapt to Survive by Robert Sofia

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