Coach’s Playbook: Insights About Our Profession

After talking with more than 5,000 financial advisors, we’ve found a lot of takeaways that you’ll want to know to take your practice to the next level.

Ron Carson and Executive Business Coach Greg Optiz discuss current findings about the financial advisory profession – gleaned from talking to more than 5,000 advisors and conducting extensive industry research. We cover:

Human Capital: How to build and manage your team
Technology Integration: Why technology is so important and how to choose the right solution
Marketing & Asset Growth: How to get more assets in the door to grow your firm
Business Value & Succession Planning: What your firm is really worth and what your legacy will be

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