
Building a successful advice practice
Shape of advice
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.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.