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

July 03, 2024 • 00:28:08
Episode Cover

So, You Want to Start an RIA?!

Financial Advisors debating total independence typically include the option of starting their own RIA. It is an appealing option giving the Advisor total control...

Listen

Episode

June 27, 2025 • 00:50:34
Episode Cover

Challenging the Status Quo: CPR Investments

Charles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients.  CPR Investments Website  ...

Listen

Episode

March 31, 2026 • 00:31:10
Episode Cover

Solving the Succession Equation

Managing Partner of ICG Next James Costabile & Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession...

Listen