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

May 30, 2025 00:34:43
Episode Cover

Edge FA - The Growth Formula

Ed Meek & James Alexander of Edge FA discuss the balance and connection between organic and inorganic growth, and how Edge is using each...

Listen

Episode

April 17, 2025 00:36:01
Episode Cover

Winning or Learning

Financial Advisors often realize that digital marketing can supercharge their growth efforts, but lack the technical expertise or marketing intuition needed to be successful....

Listen

Episode

September 17, 2024 00:32:57
Episode Cover

Minimum Size to Go Independent

How big does an Advisor's business have to be to survive as an Independent? Even 10 years ago, the answers to this question were...

Listen