Thursday, June 15, 2017

THOUGHT LEADERSHIP: ARE YOU A BUSINESS OWNER OR A FINANCIAL ADVISOR/PLANNER? THAT’S A SERIOUS QUESTION.

Now that your attention has been garnered, perhaps some clarification is in order.

Think about it. As a financial advisor and/or financial planner, your life is devoted to detail. Consider the moving parts of onboarding new clients. Aligning calendars to schedule meetings. Forms and questionnaires. Privacy notices. Prospectuses. Form ADV brochures. Client folder prep, either digitally or manually. And, complying with the DOL Fiduciary Rule will only add to the list.

 

Read the full article in the downloadable PDF »

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   Address

15279 N Scottsdale Rd.
Suite B2-215
Scottsdale, AZ 85254

  Phone

(602) 732-4745

  E-mail

info@ashtonthomaspw.com

      

   Address

3971 East Paradise Falls Drive
Suite 114
Tucson, AZ 85712

  Phone

(520) 884-7550

  E-mail

info@ashtonthomaspw.com

      

   Address

292 E 12200 South, Suite 100
Office A-2
Draper, Utah 84020

  Phone

(844) 590-6081

  E-mail

info@ashtonthomaspw.com

      

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