Anchors or Engines: What drives your business?
Learn what could be holding your firm back – or propelling it forward
Are you maximizing the value in your firm? Ron Carson and Scott Ford discuss research findings on what helps advisors grow and what holds them back. Whether it’s firm growth, client experience, actual firm valuation, technology or something else – develop an engine mindset. How do you get there? We dive into these three topics:
- What three things are high-growth advisors doing right?
- What is holding other advisors back from growing?
- What can do you do about it?