Ep 166: How Organic Growth Begets More Growth: The Size Bonus Of Building A Local And National Advisor Brand with Peter Mallouk
Financial Advisor Success
00:00
How to Attract and Retain Clients With Creative
I think it's going to, you're going to see a lot more transactions happen in the second half of this year as we've been approached by over 30, 40 firms. And I think when they look at their clients, they see in creative a firm that already matches them philosophically. So they like that from an advisor perspective, the advisors want the things we talked about before. They want to be a part of something that they believe in and they want to see a growth opportunity.
Transcript
Play full episode
