Focus of the Firm: Part Three
As more Firms evolve and grow into more comprehensive practices, Advisors have more choices than ever when deciding how to best achieve their professional goals and provide the best service for their clients. Competitive salaries, all-star teams, and growth super-engines have emerged and created terrific opportunities for Advisors who knows what they are looking for and how to spot the best fit for their skillset and for their practice.
Garrett Layell completes the Focus of the Firm trilogy by discussing Employee Advisor roles and how the culture of a Firm may cultivate and focus on success at the individual Advisor level, on building successful teams, or leveraging the power and scale of the brand, and which types of Advisors might find appeal in each model.
If you are an Advisor exploring your options or a Firm hoping to better position yourself to grow your team, feel free to give Garrett a call at 919-561-2436 or send an email to Garrett@theadvisoradvocates.com if you’d like to chat about any questions you may have.
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Independent Tuck-Ins: The Sweet Spot for Advisors
One of the best kept secrets in the financial services industry is the Tuck-In model. One of the best descriptions I’ve ever heard for this is a “hotel for independent financial advisors.” When I left the employee advisor world for independence in 2013, I was unknowingly at the time being introduced to my first tuck-in firm. A collection of Independent Financial Advisors operating under one roof sharing one brand.
Sophisticated Simplicity: Edge Financial Advisors
By enabling each team member to focus on their specific strengths and focus areas, Edge positions Advisors to deliver the most sophisticated planning and investment strategies for their clients without over-stepping their capabilities, and working together to achieve greater things together than they could separately.