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The 9 Most Common Mistakes Advisors Make: Mistake #8

The 9 Most Common Mistakes Advisors Make

Mistake #8: Trying to Do This Alone


Advising can be a lonely job. I know other advisors agree with that statement. You're keeping up with your clients, you're running a small business, you're managing your employees... it can be incredibly overwhelming. 

The truth is, financial advising is a team sport. No one can do this alone. It takes a village to raise a child, and the same goes for managing a wealth management firm. 

Who's walking this path with you?  

Along with acting as a coach, I also manage a network of financial advisors who I proudly call my extended family. With every high, low, and in between, our family of roughly 150 advisors at bigstock-Business-people-shaking-hands-350 wide.jpgExemplar Financial Network stands next to each other, supports each other, cheers each other on, and just has a great time together. 

At Exemplar Financial Network, we like to say "on your own, but not alone" ensuring our advisors understand they're completely independent, but we're there with them every step of the way. 

Being independent doesn't have to mean going it alone. At Exemplar, we provide our independent advisors with support like administration, technology, marketing, and training, along with the camaraderie that goes alongside having a network of advisors who share your goals and values. 

Listen to what some of our advisors have to say about the camaraderie and support at Exemplar by watching this short video, and keep your eyes on your inbox for our next most common mistake advisors make.


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