Why All advisors should become 65 licensed
✅ Generate a recurring revenue source (significant revenue)!
✅ Help avoid regulatory problems.
✅ Give more comprehensive advice to clients.
✅ Increase your fixed (FIA and IUL) sales!
The question isn't if you should obtain a 65 license. The question is what RIA are you going to work with?
AdvisorShare Wealth Management was created out of Roccy DeFrancesco's frustration with the industry.
POM was created to give advisors a unique story to tell potential clients (a risk-adjusted return story) so picking up NEW AUM would be much easier than the struggles most advisors encounter.
POM recruited industry guru Joe Maas to be the Chief Investment Officer!
Want to learn about the ASWM multi-manager portfolios? Click here to do so.