“What would happen to your business if you added $10 million in investment advisory assets under management to your practice?”
That was the question in the air when our next guest, Marty Olson, raised his hand to accept the challenge. Like many Advisors, Marty had an interest in shifting his practice from mostly commission-based to one focused on fee-based advisory services. The benefits of a fee-based business model are different for each Advisor. For some, it’s about building a revenue stream that allows them to focus on expanding relationships, bringing on or developing a partner, or adding the administrative support needed to grow. For others, it may mean consistently qualifying for ESI Elite Symposium… a forum for learning and idea sharing alongside of ESI’s Top Producers. While the reasons might vary, the one constant is a question posed by so many Advisors: “How do I make the shift?”
Please join us as we visit with Marty Olson and learn about the evolution of his practice, what it’s meant to his business, and what it took to get there.
ESI Rep Insights – 2021 Episode 3
Thursday, Jul 29, 2021 4:00 PM EDT/1:00 PM PDT
Register here: https://nationallife.zoom.us/meeting/register/tJ0pcu6vrzsqG9Ya0CUr5Il_zFGYaUiKss4k
After registering, you will receive a confirmation email containing information about joining the meeting.
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