Focus of the Firm: Part Three

September 04, 2024 00:23:31
Focus of the Firm: Part Three
Advisor Advocates Podcast
Focus of the Firm: Part Three

Sep 04 2024 | 00:23:31

/

Show Notes

As more Firms evolve and grow into more comprehensive practices, Advisors have more choices than ever when deciding how to best achieve their professional goals and provide the best service for their clients. Competitive salaries, all-star teams, and growth super-engines have emerged and created terrific opportunities for Advisors who knows what they are looking for and how to spot the best fit for their skillset and for their practice.

Garrett Layell completes the Focus of the Firm trilogy by discussing Employee Advisor roles and how the culture of a Firm may cultivate and focus on success at the individual Advisor level, on building successful teams, or leveraging the power and scale of the brand, and which types of Advisors might find appeal in each model.

If you are an Advisor exploring your options or a Firm hoping to better position yourself to grow your team, feel free to give Garrett a call at 919-561-2436 or send an email to Garrett@theadvisoradvocates.com if you’d like to chat about any questions you may have.

Garrett’s Calendar Link

Other Episodes

Episode

August 08, 2024 00:25:51
Episode Cover

Advisor Compensation Trends

How much should Financial Advisors expect to earn for various roles in today’s industry? As the industry continues to evolve (and consolidate), Advisor compensation...

Listen

Episode

September 04, 2024 00:23:01
Episode Cover

Focus of the Firm: Part One

Technological innovation and the rise of the Fiduciary Standard has evolved the wealth management industry in a variety of ways, leading to a new...

Listen

Episode

October 30, 2024 00:27:39
Episode Cover

Action is the Language of Reality: Featuring Adrienne Grace

Adrienne Grace joins Garrett to discuss how she helps her clients focus their energy and efforts on the controllables of their business, and helps...

Listen