Lessons we learn from consolidation and breaking away can help us all elevate outcomes for clients, advisors, team members and even shareholders. #future
New venture owners tend to look for big changes and big markets when seeking disruptive opportunities, when the opposite may be more effective. #growth
The common elements that led to client success and this blog is my attempt at a DIY guide for the successful FA to help choose a path to the next level.
Some real guidance on what skills are required, what to look for, and how to react in time. Here is a summary of five basic practices to follow. #growth