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How Financial Advisors Acquire 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.

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Видео How Financial Advisors Acquire a Book of Business канала Patrick Tucker
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4 апреля 2018 г. 21:00:17
00:13:18
Яндекс.Метрика