Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

Everyone says they put their clients’ best interests first, but what’s the best way to set yourself up for success in this regard? By introducing portfolio management companies into his business model, today’s guest has structured a financial advisory practice that allows him to focus on his clients first. Peter Cishecki started Everything Financial Group in 1996 after working for many years at one of Canada’s leading insurance companies. He has created an all-in-one financial experience for his clients where he built trusted, long-term relationships by providing complete financial strategies and solutions for financial peace of mind. Listen to the episode to hear about how Peter came to work with portfolio management companies on a referral basis and how it’s affected his business.  What You’ll Learn in This Episode:  Why more advisors don’t work with portfolio management companies (9:30) Why your clients wish you worked with a portfolio management company