The Growth Mindset by Rick Capozzi

Author:Rick Capozzi
Language: eng
Format: epub
Published: 2017-10-02T00:00:00+00:00

As you can see, investment management is only part of the model. Think about your model and write down your process, your experiences, and so on. What is your top‐10 list?

Your Vision Should Inspire You to Take Action

Successful advisors know who they are, where they want to go, and how they plan to get there; they know their target market. The key to their success is simple: they do not attempt to be all things to all people; rather, they are all things to some people. They do not attempt to market themselves to a mass audience. We are operating in an overcrowded arena in which everyone becomes your competitor, including robos. Focusing your expertise with laser‐like precision both reduces your competition and helps you to effectively target your defined market. You need to be very clear on how you plan to create a sustainable business model for growth.

Integrated Wealth Management

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