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Take one technically brilliant but struggling veteran advisor. Add one energetic licensed sales assistant. What do you get? How about a 600% increase in assets—without prospecting. Sound like a dream? Check out this million-dollar team.
Teaming up with a less-experienced advisor has left one FA wondering how to divvy up the profits. Here's how other advisors have navigated the waters of partnership agreements and splits.
Horsesmouth Essential: Make your assistant your client service manager and ensure that you remain at the top of clients’ minds by giving them 14 to 28 “touches” a year. The end result will be greater awareness, more assets and referrals to manage, and higher income for you and your assistant. Plus, it’s a win all around. Here’s how to do it.
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Social Security and Medicare Workshop
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May 19–20, 2025