My Role is Not Clear
I am unclear of my role, I have many roles, or my role is vague.
(Or... I'm unsure of where my role might fit within The Trusted Advisor Toolkit™)
What do you do within the financial services industry?
- I am a financial advisor serving families (retail clients)
- I am with a Financial Institution
- I am an expert, advising families, within a narrow field of finance (such as tax, estate planning, money management, financial planning or insurance).
- I am an administrative support person in the office of a financial advisor (such as investment advisor, stock broker, tax preparer, estate planning attorney, money manager, financial planner or insurance agent)
- I do not advise clients directly, but I support and coordinate client meetings “behind the scenes;” I coordinate things.
- I am a clerical person in the office of a financial advisor
- I am new to the financial services industry and am not sure which direction to go
All of our materials are proprietary but registration to our system is free and will give you full access to our library of complimentary resources for financial advisors and their teams.
