Maximize the book, internship or business of a financial advisor with David Grau

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Maximize the book, internship or business of a financial advisor with David Grau

David Grau Sr. tells the story of how he helped begin a enterprise on the distinctive crossroads of monetary companies, expertise and consulting, which is the bread and butter of FP Transitions.

We additionally talk about the 4 sectors into which David and his workforce have divided the trade – books, processes, companies and firms – and the basic variations between them. David additionally shares his doubtlessly controversial (or no less than counterintuitive) view of compensation, which is at the moment the trade normal. (We might love to listen to your opinion on this!)

Get full notes and a transcript of this episode at: https://www.kitces.com/8

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