Read e-book online Adapt or Die: 5 Ways the Financial Industry Is Evolving and PDF

By Robert Sofia

ISBN-10: 1939758866

ISBN-13: 9781939758866

"Enter This place of work At your personal Risk!" may still this signal be striking over the door for your office?It's by no means been tougher to be an consultant. Fail to stick with the most recent SEC, FINRA, or division of work instructions and your broker-dealer may hearth you. getting older consumers frequently suggest diminishing money owed and less possibilities to invest.Younger consumers count on you to be as technologically savvy as they're. Signing bonuses and different kinds of reimbursement, secrets and techniques some time past, needs to be disclosed to consumers. Commissions are a vanishing species whereas the prices of doing company are at the upward push. sarcastically, it is by no means been a greater time to be an RIA...if you have got a transparent feel of the place the is this present day and the place it will likely be the next day to come. Robert Sofia, Co-founder and CEO of Platinum consultant innovations, has written the last word consultant for advisors trying to comprehend the pitfalls and possibilities that coexist in trendy speedily altering monetary providers setting. truly, the largest danger you could run this present day isn't to grasp what Robert Sofia is writing approximately. detect during this groundbreaking new publication what you need to do today...and tomorrow... to insure the way forward for your monetary providers enterprise. learn it earlier than your pageant 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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