In this podcast episode, we talk with Eric Barr, VP of Business Development at GeoWealth, about the early challenges and steps to becoming a successful Investment Advisor Representative (IAR). Key topics include: • The importance of developing a clear investment philosophy, • Embracing new technology and tools, • Understanding the regulatory responsibilities associated with being a fiduciary, • And why the first $5 million in assets under management can be the toughest!Strong client relationships, proper documentation, and leveraging available resources are just the beginning in the journey to success in the financial advisory industry!

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