Firm growth can mean different things to each firm owner. It could be adding clients, hiring new team members to serve your clients, or increasing efficiencies to scale the business. As a financial advisor and entrepreneur having the right team and resources to support your growth plan will help you build the firm you have envisioned. Our team can help you hire and grow through acquisition while providing supplemental services to help you run your business more efficiently.
It happens to every financial advisor as they are building their business. At some point, you hit capacity and are faced with two options: hire or outsource certain activities. It is not a one size fits all approach. Our team will help you determine the right hire for your firm, Virtual Assistant, Full-time staff, or maybe another advisor. And with job descriptions and a hiring process, we can help you build your team as your firm grows.
One of the best ways to grow your business is with an acquisition, and whether this is through a longer-term succession plan or simply an asset purchase agreement, we can help you through each step. We have a proven process for identifying businesses for sale, completing the valuation, structuring the deal, and transitioning the business.
As your business grows, it's important to have a team of experts in specific areas to rely on. We have identified key areas where we can complement your businesses and allow you to focus on what you do best, serving your clients.
While you own and run your own business, advisors, and firms learn more, grow faster, and have more fun when they are part of a community. We focus on providing you with educational and networking opportunities with other like-minded firms nationwide.