Top Three Reasons Why Advisors Fail
Is your firm structured to offer success to new advisors? There’s numerous reasons why advisors fail within their first three years of operation:
- New processes present a steep learning curve, often relying on guidance from senior advisors, lengthening the time to offer services.
- Lack of confidence and understanding stalls their ability to offer value, impeding the ability to quickly build a client base.
- Advisors lack the resources to do their own prospecting, making it difficult to build a clientele, offer services, and grow.
Watch this on-demand webinar to hear more about the challenges advisors are facing and how firms can empower their advisors to avoid the common pitfalls.