Plug-and-play means that the establishment, development, and expansion of an independent financial services company can occur without paying very much attention to large bureaucracies — or to regulatory agencies.
Most advisors today — certainly the most successful and independent-minded ones — realize that the bureaucratic institutions are not going to protect their future. From this perspective, it becomes crucial to create an entirely new context and environment for developing a successful, satisfying business.
This module shows how a different sort of organization, one with “plug-and-play” capabilities, can provide the groundwork for a future financial industry in which the most forward-thinking financial advisors are able to continually add highly profitable capabilities that create enormous value for client and are completely independent of bureaucracy.
This module also contains the conclusion of the “Laws of Lifetime Growth” feature.
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