GETTING TO $1bILLION IN ASSETS CAN BE A CHALLENGING PROCESS, BUT IT DOESN'T HAVE TO BE HARD IF YOU ARE OPEN TO LEARNING AND THINKING DIFFERENT ABOUT YOUR ADVISORY BUSINESS.
All growth processes can be hard and they can hurt. What I have learned over the past 16 years helping advisory firms get to their goal of $1B in assets is, growth doesn't have to be as hard as you think. It's about building the right team and then together taking one step, learning and taking another step. Which means, not getting in a hurry, not taking on to much and not getting to consumed in the outcome. In other words, it's a learning process. If you would like to keep learning and growing, you can attend:
Over the course of the past months, Megan Carpenter, CEO & Co-Founder of Ficomm Partners, Jason Carroll, Managing Director of Live Oak Bank and myself have worked together to integrate our collective knowledge, expertise and the journey we see advisory firms go through on the path to $1 billion in assets. You will learn how to look at your business different, the current state of the advisory industry and why growing is more important for the future of you and the advisory community.