The Advisor Journey
The Advisor Journey
Altruist
Identifying a Niche Client Profile with Thomas Cook
23 minutes Posted Oct 25, 2024 at 3:00 pm.
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Thomas Cook founded his firm, Retire to Tellico, after identifying a niche in his community that could benefit from quality financial advice and planning. Thomas joins Dasarte on The Advisor Journey for a wide-ranging discussion about starting his firm from scratch, the notion of operating with an “abundance mindset,” and strategies for serving a wider. ABOUT ALTRUIST: We’re on a mission to make financial advice better, more affordable, and more accessible to everyone. Altruist is an all-in-o...