On a recent call with a client, after we discussed his advisory business and his goals for it, he asked me to help him create a long-term plan, including his firm’s goals. I told him I’m not a fan of long-term plans.
Financial advisory firm leaders often ask us, “what is the key to growth?” There isn’t one key to growth. There are many.
P4 cultures teaches you how to create great employees who in turn create great advisory businesses. Read the complete research paper.
Diamond Teams® is the leading ensemble organizational structure for financial advisory and wealth management firms. Read the complete research paper.