The Advisor's Pilot: The 3-Step Process to Revolutionize Your Financial Practice in the 21st Century

If you put in long hours building your practice only for each morning to feel like someone hit the reset button like you're starting over, you might not be running your business--it's running you.In his groundbreaking book, Jordan Rigi, a financial m... Read more

If you put in long hours building your practice only for each morning to feel like someone hit the reset button like you're starting over, you might not be running your business--it's running you.In his groundbreaking book, Jordan Rigi, a financial marketing professional who has worked with hundreds of the top advisors in the country, has compiled the unique components of success from elite offices nationwide. He dives into a simple three-step process that's specially designed to give you the inspiration and actionable steps you need to pilot your firm to new heights of success in the twenty-first century. By following these three steps, you will learn to:1. Build a brand and process that is unique to your firm2. Create an office system that helps recruit and retain driven team members3. Grow your practice while freeing up more time away from the officeAbout the Author: Jordan Rigi is a Director of Sales and Marketing for Advisors Excel, the fastest-growing IMO in the country. As an innovator at AE and within the financial industry, Jordan leads with a unique understanding and knowledge of the challenges faced by both advisors and their clients. Now, he's leveraging this experience by sharing custom tools and tactics designed to transform your business. Less