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Ep 278: Separating Marketing From Sales To More Efficiently Scale Sustainable Growth with Derek Gregoire

Financial Advisor Success

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The Importance of Internal Culture in Building an Advisor Business

The one area is around the culture. I did not understand how internal culture would matter externally to people on the outside and looking at it saying that now sounds ridiculous but I didn't realize like in 2014 when we let go of a few employees who are kind of just here for the paycheck good people but here for the payday hired Michelle, our COO and really built from there. We have five or six teams of seven people who we organize every year and every quarter they go out and do their charity groups right. So those are two huge lessons around just life in just business building is is the culture and just not missing the small details along the way so what was the low point for you

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