SPECIALIZATION IS tied closely to professional development. That’s because a specialty emerges through the insights and expertise gained through a commitment to learning and honing your craft. The combination of these two success principles is powerful, creating a top financial advisor who can be an expert in one particular niche market or type of investor.
Each of our top advisors has developed an area of specialization. Two of them entered into this business with an expertise in a particular segment of the market, and then combined their knowledge to create a new business based on that expertise. The rest of our advisors started as generalists but realized that the most efficient and effective way to build a practice ...