Experience has taught us we work best with the following individuals:
Advisors who recognize the importance of having a well thought out strategic plan and who commit to having someone keep them accountable to it.
Advisors who are willing to delegate a large part of running the company to a competent COO.
Advisors who understand their high performing, top staff are their greatest asset and helping them feel like “fellow visionaries” is the key to retaining them.
Advisors who are open-minded about the opinions and ideas of others and encourage this exchange as part of their vision statement for the firm.
Advisors who are interested in not only a great firm but a quality of life for themselves and their families Advisors who understand that marketing is part of building a great firm but it doesn’t have to be painful, just consistent and about adding value to your client’s lives.
