Becoming a 21stcentury advisor will take advisors down a road that will empower them to be able to give more comprehensive advice. It’s a road that is more profitable. It’s a road that will make life more enjoyable for all (the advisor, his/her family, and the staff of the business).
The journey will be exciting and exhilarating, but it’s a road that most advisors never been down before. As such, advisors who choose to take this career changing journey, help will be needed.
The 1st step in the journey to become a 21st century advisors is to download and read cover to cover the book 21st Century Attorney. Click here to read (the book literally has a roadmap for readers to follow)
For many, the 2nd step will be to find a mentor to help determine the best way to implement the 21st century advisor business model.
For many, the 3rd step will be to work with consulting companies to implement the 21st century advisor business model.
Mentoring
While reading the book can be very instructive, it can only cover so much. Many who desire to implement the 21st century advisor business model will want to discuss the various models with an expert who is familiar with all three.
As part of a mentoring process, it is important to get to know each advisor in a fairly in depth manner. This is necessary so an appropriate recommendation can be made and so the advisor can feel comfortable that he/she fully understands the pros and cons of the model and what it really takes to implement it.
Roccy DeFrancesco , JD decided before writing the book that he would act as mentors and support person for advisors who wanted to take the journey to transform their businesses as outlined in the book.
If you would like to talk with either Roccy, email info@21stcenturyadvisor.org or call 269-216-9978 to setup an introductory phone call.
Consulting
There are really two forms of consulting that an advisor who wants to implement the 21st century advisor business model could use.
The 1st form of consulting will be the strategic partners that will be needed in order to “best” implement the 21st century advisor business model.
The 2nd form of consulting will come in the form of design work, e.g. how to best design certain plans for clients. While there is no doubt that over time advisor who implement this business model will excel at design work, in the early phases of implementation, working with various consultants is prudent to make sure the best outcome for clients can be achieved.
Roccy will make his strategic partners available to those who want to implement the 21st century advisor business model and they all (Roccy included) will be available as needed to consult on specific client situations.
If you would like learn about the strategic partners that Roccy recommends or if you would like to discuss a specific client’s situation, email info@21stcenturyadvisor.org or call 269-216-9978.
