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The Evolved Advisor: Break Away and Design An Advisory Business Around Your Lifestyle
Patrick Tucker is an enthusiastic financial advisor who wants to set something Clients deserve respect, honesty, transparency and dignity at all times, no matter what. But he fears not all clients are receiving that kind of care in the financial planning industry today.
So many firms are about the business of selling, producing and making a buck, but what clients need is to be genuinely advised and guided well through their financial lifetimes. So he started True Measure, an investment advisor company based in Omaha, Nebraska, that positively and thoroughly advises clients while mentoring aspiring financial planners into their own successful advice-based business.
The Evolved Advisor is a hearty and thorough guidebook for those who desire to start their own business and do it the right way from the Advising clients respectfully and building genuine relationships that will last a lifetime.
So many firms are about the business of selling, producing and making a buck, but what clients need is to be genuinely advised and guided well through their financial lifetimes. So he started True Measure, an investment advisor company based in Omaha, Nebraska, that positively and thoroughly advises clients while mentoring aspiring financial planners into their own successful advice-based business.
The Evolved Advisor is a hearty and thorough guidebook for those who desire to start their own business and do it the right way from the Advising clients respectfully and building genuine relationships that will last a lifetime.
Kindle Edition
Published July 22, 2018
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January 25, 2019
Where is the Meat (Details Missing)
This book is factual, but over simplified.
Good ideas and thoughts, but missing many concepts needed for implementation and competency.
This book is factual, but over simplified.
Good ideas and thoughts, but missing many concepts needed for implementation and competency.
Displaying 1 of 1 review