Shape of advice cover image

Building a successful advice practice

Shape of advice

CHAPTER

Building a Resilient Advisory Practice

This chapter explores the essential role of education and organizational culture in the success of a financial advisory firm. It discusses the transition to a discretionary advice model, highlighting the importance of client relationships, mentorship, and a comprehensive understanding of clients' needs. The narrative also reflects on the lessons learned during the establishment of a new firm, focusing on client retention, operational management, and the significance of personal habits for long-term success.

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