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Power of a License

Power of a License

April 06, 2018
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25 or 6 to 4


Chicago is a band fave of mine.  I've met them twice over the years backstage at concerts in Florida.  Their song title is a little confusing, but in our advisor world, just 2 numbers can encompass all there is.  What are they? 7 & 66!  The 7 empowers you to represent all forms of corporate and government security transactions and be paid a commission.  The 66 gives advisors access to institutional management and the ability to be paid an annual recurring fee on assets under management.   Licensing is power in our business.  Less licensing lessens your capacity in a client's total financial life.  Make attaining full capacity part of your business model.