I think it is really great to have this forum for discussing, asking questions, and sharing information.
Working with DKE has meant terrific guidance in a number of the things needed to be a successful financial advisor. There are some other areas, though, in which we are all a little bit “on our own” and it might be great to compare notes and share ideas and “best practices.” Here is a partial list of those areas. I hope someone will note some I may have missed:
- Regulatory Compliance;
- Advertising;
- Software such as CRM systems;
- Dealing with other professionals such as lawyers.
Can this be a place where we can help each other out? I sure hope so.
-Steve Blum
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We are really excited about the possibilities this blog presents. We will soon be posting a poll with a variety of topics that you can vote on as to your interest.
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