As an employee advisor, you may be given some staff help---but is it the RIGHT staff help? As an independent advisor, you get to choose who and how people work for you. Here are two examples of people that work for me and how they've made my business (and life!) better.
Related Links (interviews with some of our "right people on the right seats"):
- Episode 53: An interview with Sarah Pais--a senior staff member's perpsective on wirehouse vs. independent life
- Episode 9: Brian Ruff - how this former Merrill advisor getting a 117% payout - by joining a team