Focus of the Firm: Part One

Technological innovation and the rise of the Fiduciary Standard has evolved the wealth management industry in a variety of ways, leading to a new way Financial Advisors and Firms define the roles Advisors have in a practice. Advisors are no longer simply salespeople, at least not in all environments. In addition to determining if they want to be employees or independent, Advisors now have to ask themselves if they want to be a part of a culture that focuses on the success of the Advisor, a team of Advisors, or the Firm itself.

In the first episode of a three-part series, Garrett Layell discusses the implications of these decisions and the options available to Advisors and Firms seeking to optimize the effectiveness of their team members. Feel free to give Garrett a call at 919-561-2436 or send an email to [e-mail] if you’d like to chat about any questions you may have.

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