I’ve spent 35+ years developing three distinct teams of investment advisors (most of them part-time) at four broker/dealers which produced 16 $50k-earners, ten $100k-earners, and two $200k-earners (88% of them direct to me), with an annual revenue of $1.6 million.
None of the previous firms had a truly Advisor-First mentality. They didn't run their business with consistency, simplicity, transparency, and none were lead by executives who had personally created Advisors (not to mention productive teams).
That has all changed now. IP recognizes our value and has given our group a open platform to structure our business as we see fit. They support us and then leave us alone.
Thus, we are re-building for the fourth time: better, simpler, fairer, and focused on the individual advisor – because we come first. |