Barron's Advisor cover image

Shirl Penney on the 10 Things Elite Advisory Teams Do Best

Barron's Advisor

00:00

The Special Sauce and Outsourcing the Rest

Half of the firms that we serve have at least part of their business that specialize. On average, we've run the numbers of the last couple of years, those firms are growing 20 % faster than their peers who don't specialize. And yes, on your next point, you were talking about the differentiated and repeatable service model. So tell me a little about what's required to have a repeatable servicemodel. What are the ingredients? We're seeing a lot of creativity around a client engagement with unique events that maybe the client wouldn't have normal access to. Whether it's o next week, i'm headed off to the kentucky derby with a number of our advisers, with

Play episode from 06:46
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app