Why Join Laureate?

• Quarterback a team of advisors supporting your client
• Be called in as a team member by a quarterback for their client
• Find your quiet confidence as a leader and resource to clients and their advisors
• Identify and implement tax, wealth, legal, and other technical strategies
• Explain complex strategies in understandable, client language
• Price for your intellectual property and the value you create
• Improve closing techniques for complex plans
• Have clients hire you for your process, not for a product, strategy, or document
• Have a profitable business, not a job
• Have an efficient, effective, process-oriented practice model
• Practice with energy, freedom and passion
  • Energy to do what you want
  • Freedom to say no to what you don’t want
  • Passion for what you do