How Financial Advisors Acquire a Book of Business

Patrick Tucker
Patrick Tucker
7.5 هزار بار بازدید - 7 سال پیش - Buying a book of business
Buying a book of business is and has been one of the best ways to grow a business. If structured properly, there are ways to minimize the risk and ensure an equitable transaction. A lot of advisors have trouble acquiring a book of business, though because they are lacking experience or just simply don't know how to do it. Here's a few ways to acquire that book of business. Comment below and let me know what you find most challenging about buying a book of business. Want to break away and design an advisory business around your lifestyle? Get your copy of my FREE book now, to learn how! truemeasure.clickfunnels.com/two-step-ordera0ezl0d… Need your Series 65? Check out my course on how to pass your Series 65 exam: www.truemeasure.info/series65... To learn more visit: www.truemeasureadvisors.com/blog/ Follow me at: Facebook - www.facebook.com/financialadvisorfreedom/ Twitter - twitter.com/True_Measure Instagram - www.instagram.com/therealpatricktucker/ LinkedIn - www.linkedin.com/in/patricktucker/
7 سال پیش در تاریخ 1397/01/15 منتشر شده است.
7,546 بـار بازدید شده
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