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From Growth Within to Success Throughout: Nurturing Employee Development for Firm Prosperity

Managing Your Practice

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Nurturing Growth Through Talent and Values

This chapter emphasizes the critical role of talent acquisition and development in achieving business growth within the financial advisory sector. It discusses the challenges of transitioning from a traditional brokerage model to an independent firm while highlighting the importance of client relationship management and employee engagement. The speakers reflect on aligning growth strategies with core values to ensure long-term sustainability and a meaningful legacy.

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