A Free Coaching Session on Growth & Excellence

Transition of the week

Why it Matters:?These two transitions underscore the fact that intra-wirehouse recruiting is back! This is the first time since 2017 that all 4 wirehouses are competitively recruiting and paying up for the right teams. Attrition is a natural part of the wirehouse business as underscored by Merrill losing a meaningful team and then gaining one the same week.

What do you need to take your business to the next level? Here are two great resources to learn from over the holiday…

Growth is a topic every advisor is interested in.

And this week, we have two great resources—with actionable advice and valuable takeaways, no matter where you’re building your business.

First, our featured podcast episode serves as a?free one-hour coaching sessionwith one of the best in the industry.

Duncan MacPherson, the CEO of Pareto Systems,?shares some of his best tipson how to make your business “not just profitable, but purposeful.”

“The Blue Square Method” that he and his team developed, aims to help advisors find their own?Blue Square—that is, the sweet spot where business aligns with passion and purpose. Find it and you can unlock far greater value in all that you do to build your business.

So listen in?as he offers best practices to help drive sustainable organic growth, fundamental strategies around gaining scale, assessing whether your current firm or model can support all that you’re looking to achieve—and much more.

Then be sure to?read our featured article?which provides a unique perspective on achieving excellence—and the value of doing so now instead of waiting until later in the game.

So why does that matter? Whether focused on growth or not, the best advisors in the industry always check in with themselves to ensure they are doing everything they can to optimally serve clients and grow their businesses. But, as one top advisor shares, it’s not just about?achieving?excellence; it’s about achieving it?faster—and reaping the benefits in the short term.?Read on?to learn the action items you can start on today.

As the week winds down, no doubt you’re setting your sights on the long weekend coming up. We’ll be back with more advice and tips after the holiday.

Until then, enjoy the time celebrating independence!

Mindy Diamond

Enjoy this content? You can subscribe to our weekly email newsletter here.