E109 – The Best Strategies for Building a Thriving Financial Advisory Practice
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In this episode of "From Busy to Rich," join host Wes on location as he interviews Gordon Parker, a financial advisor with 35 years of experience. They discuss practice design, team structure, and the importance of client relationships. Gordon shares his journey from starting out in 1990 to building a successful fee-based model and emphasizes the significance of hiring the right team members. They offer valuable insights into growing a financial advisory practice by focusing on relationships and team dynamics.
In today’s episode we will cover:
- Team structure and dynamics in financial advisory practices
- Building strong client relationships
- Evolutions in the advisory industry
- Challenges faced by financial advisors when starting their careers
- Navigating growth and change within a financial advisory practice
- Flexibility in business operations and client interactions
- Focus on ideal clients while managing a broader client base
We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform Learning Series™ - click here for information on how to sign up.
