This is a great document to use when working to gather key financial information for the Fact Finding process. How many of you use a document like this? How many of you are looking for a streamlined way to make your process smooth and efficient?

Blessing to you, I am Stacey Daniels Jr the founder of Advisor's Corner. I established this community to empower U5 reps to transform their practices into exactly what they truly want out of this industry. I am a U5 rep who is building a successful practice and I am constantly seeking how to be the best version of myself for each and every client and family I sit in front of. Welcome to Advisor's Corner please introduce yourself. Share a pic of yourself. Tell us what your favorite part of the business. Tell us what brought you to the financial services industry. What company drew you into the industry? What do you feel is holding you back from your ideal prospect? Lets build together and grow in community.

Let’s venture to speak the future into existence. How many of our group members see themselves running there own Private Client Group? How many of you are working to become a Managing Partner or Director?