Finally, a positive message about the future for financial advisors!
Dan Sullivan’s The Good That Financial Advisors Do is a must-read for any financial advisor who wants to move forward to secure a bigger, better, more satisfying future. The book includes access to a confidential, interactive, online tool designed to provide an ongoing thinking process for transforming an advisor’s practice and career in the years ahead. This workbook can be filled out on line, saved as a PDF for reviewing and editing, and is printable. It also provides a great forum for discussion groups.