Robert Sofia

Adapt or Die: 5 Ways the Financial Industry Is Evolving and How Advisors Must Adapt to Survive

Notify me when the book’s added
To read this book, upload an EPUB or FB2 file to Bookmate. How do I upload a book?
“Enter This Office At Your Own Risk!” Should this sign be hanging over the door to your office?It's never been harder to be an advisor. Fail to follow the latest SEC, FINRA, or Department of Labor guidelines and your broker-dealer could fire you. Aging clients often mean diminishing accounts and fewer opportunities to invest.Younger clients expect you to be as technologically savvy as they are. Signing bonuses and other forms of compensation, secrets in the past, must be disclosed to clients. Commissions are a vanishing species while the costs of doing business are on the rise. Paradoxically, it's never been a better time to be an RIA…if you have a clear sense of where the industry is today and where it will be tomorrow. Robert Sofia, Co-founder and CEO of Platinum Advisor Strategies, has written the ultimate guide for advisors seeking to understand the pitfalls and opportunities that coexist in today's rapidly changing financial services environment. Actually, the biggest risk you can run today is not to know what Robert Sofia is writing about. Discover in this groundbreaking new book what you must do today…and tomorrow… to insure the future of your financial services firm. Read it before your competition does!
This book is currently unavailable
103 printed pages
Original publication
Robert Sofia



    How did you like the book?

    Sign in or Register
Drag & drop your files (not more than 5 at once)