Focus of the Firm: Part Two

September 04, 2024 00:22:44
Focus of the Firm: Part Two
Advisor Advocates Podcast
Focus of the Firm: Part Two

Sep 04 2024 | 00:22:44

/

Show Notes

Independent no longer means alone for Financial Advisors who want to own their book of business. In the second episode of the three-part series, Garrett Layell breaks down the variety of ways Independent Financial Advisors can operate in environments focusing on individual achievement, team collaboration, or brand powered success.

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

October 18, 2024 00:29:50
Episode Cover

Modern Marketing: Practice What You Preach

Developing a sound marketing strategy to build a sustainable growth engine for your business follows a lot of the same principles you advocate for...

Listen

Episode

November 08, 2024 00:32:46
Episode Cover

Compassionately Capitalist: Fidant Wealth Partners

With hearts of social workers and the minds of capitalists, Doug Kisker describes the unique, growth focused culture of his team at Fidant Wealth...

Listen

Episode

March 28, 2025 00:28:44
Episode Cover

Bridging the Gap

The imbalance of buyers and recruiters with Advisors looking for a change is overwhelming, and it creates a frustrating process for both sides. Firms...

Listen