Advisor Journey: Taking Your Practice from Rain to Pour
Do you want to serve as rainmaker and CEO of your firm rather than spending all your time managing day-to-day tasks?
If you aren’t spending your days doing what you do best, your firm's productivity and growth will suffer.
Advisors are under growing pressure to adapt to regulatory and technology-driven changes in addition to their ongoing responsibilities of managing investments, growing client relationships, and marketing their business.
If you've experienced this pressure, you are not alone.
Read about how advisor Tim Bearden of Stonebridge Financial Partners improved his firm's operations and client experience by not trying to do it all – and improved growth and efficiency along the way.