Are you a relatively new Financial Advisor faced with increasingly impossible quotas and production targets? I was there once too, and I eventually learned about our industry’s dirty little secret: the targets and quotas that your firm has established for you are literally designed to be impossible to hit. At one of my former firms (a firm with literally thousands of brokers), I discovered that, over a FIVE YEAR period that included my year group, the ONLY advisors who survived the firm’s training program were “legacies” (i.e., related to a broker whose book they were brought in to take over). Literally NO ONE else survived. Then I learned that the system was intentionally built that way. The truth is that your firm wants you to fail so that they can take all of your clients, all of the hard work that you’ve done to build a book of business, and then give it to more senior advisors.

It doesn’t have to be that way.

At Rama Financial, LLC, we specialize in creating an environment where there are NO quotas, NO targets, and NO production minimums – EVER.

We’ve also already been through the transition you’re facing. We can help you manage the challenges of change for both you and your clients, creating a faster, smoother, better experience.

At Rama, we house our clients’ assets at a company with custody of over eight TRILLION dollars of assets. At Rama, you can work from home if you want to (or not, if you don’t). At Rama, you set your own hours, and retake control of your life again. Yes, you only get paid for what you do, but there are NO minimums; you keep working with your clients for as long as YOU decide. Our approach gives you the time you need to build and manage your book of business, your way.

If that sounds like the kind of firm you’re looking for, then let’s talk.