RIAs need to get over 'quotas' when it comes to sales and growth, or end up being owned by an RIA that knows how to impose them
To achieve growth, investment advisors need to stop avoiding a 'sales culture' and achieve clear organic growth goals by, cough... selling
Author Guest Columnist Amy Parvaneh
September 22, 2020 at 4:31 AM
September 22, 2020 — 3:02 PM
Great article that combines Goldman and Parenting. Difficult,but we need to keep at it so we can keep our job and our kids attention.