If you are a financial advisor, you know that there is an unlimited opportunity for you to help people and to create a great lifestyle for you and your family. However, the hurdles of marketing, compliance, administration and investment management, on top of providing financial planning and ongoing fiduciary service, are daunting.
We understand the challenges that you face in your business or practice management. With only so many hours in the day and limited capital to build with, most advisors spend a considerable amount of time working on their weaknesses instead of “playing to their strengths”.
One of the core reasons that we have built this site is to help you better serve your clients. Whether you are a Global View Capital Advisor representative or not, you can register to see some of our advisor content for free and with no obligation.
We would like to help as many financial advisors as possible because what is good for the industry is good for us too. At Global View Capital Advisors, we have helped financial advisors build practices that are efficient, offer a vast array of solutions for clients, develop valuable businesses in their own right and help provide better lifestyles.
With decades of experience between our co-founder Dean Fliss and his staff, we have learned that there are three core pillars to building a successful financial advisory. By using these pillars well, you can build a business that helps more people, becomes a valuable enterprise and provides you with the freedom that you seek too.We believe in having a mission of service, adhering to a fiduciary standard, our representatives owning their own business (client information), flexibility for changing times, the wisdom of teamwork, using advanced technology and brand building for enduring value.
If at some point you would like to talk to Dean, please contact us here to set-up a time. He is willing to talk to anybody who is open-minded and determined to learn a better way to serve people, build a business and achieve personal freedom.