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.
As technology continues to advance and evolve, computers are able to perform objective processes more cost effectively than humans in a variety of ways....
Adrienne Grace joins Garrett to discuss how she helps her clients focus their energy and efforts on the controllables of their business, and helps...
Kip Kiser of Sage Insurance Partners explains how his company helps Advisors offload their insurance workload without offloading their insurance revenue. Talk to Kip: ...
