Leverage: Optimize, Automate, Outsource: Productivity Tips, Virtual Assistant Insights, Outsourcing, Life Hacks, And More

Ryan’s background and primary focus is in wealth management, or how to properly manage your $ to make $. He is a Partner at Copperleaf Capital and co-founder of AE Wealth Management, valued over $4 billion in assets. Let’s just say Ryan knows what he’s doing. And he does it the right way. His focus is on staying in front of the industry. Rather than waiting for harsh regulations to determine what is “right” or “legally acceptable,” Ryan seeks to reduce conflicts of interest and promotes transparency in every aspect of the client relationship. WHAT IS THE CURRENT FORECAST? A good way to stay in front of the industry is to know what’s coming in the future. In his opinion, there is a looming crackdown on revenue sharing arrangements. What is revenue sharing? Let’s use this example. ABC financial is a BIG firm and they have a “preferred” provider list that they refer their clients to regularly. In order to get onto ABC financial’s list, they ask companies to pay a fee, sometimes millions in order to get top shelf