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New technologies, new ways of prospecting, new regulations and compliance, managing staff, finding time for yourself... Woof - that's a lot for financial advisors and their teams to deal with and we haven't even reached the meat of the job yet - helping clients!
If you want people to help do some of the thinking for you, Compound Disinterest is for you. We've got decades of experience in technology, business development, marketing, operations and more at all levels of financial services. We want to do good and see financial advisors succeed. We're tired of the resources out there today that say "do this", not "we'll show you how to do this".
Everything we build is based on business lessons learned, insights and intelligence gained through decades of experience at the business & financial advisor, MGA, wholesaler and firm levels.
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If you're an independent Canadian financial advisor and you want useful and usable resources, tools. tips and tricks that do some of the thinking for you, there is no better place than our LinkedIn group dedicated to you and your unique business.