Trending
In this episode, we talk with Brandon Helms, MarshBerry Vice President on the five key strategies for financial advisors to build more value in their businesses.
The conversation covers the importance of organic growth, differentiation strategies, succession planning, M&A opportunities, and understanding client demographics.
Brandon emphasizes the need for advisors to think like stewards of their business, focusing on long-term success, and client relationships.
Brandon discusses:
- What is organic growth, why is it important, and how to propel it
- Key differentiators for retirement plan advisors
- Distinguishing the finer details of market appreciation versus actual growth
- Strategies for effective succession planning
- Services that firms are adding to evolve in the marketplace
- Transforming from students to stewards of your business
- And more
Related: 3 Surprising Ways Holiday Greetings Boost Your Business