Decision Tree of Independence
10/25/24 • 36 min
1 Listener
Veteran industry consultant Scott Steele joins Garrett to discuss the options facing Advisors once they make a decision to go independent. What are some of the questions they face and what are the results of each decision and how they impact your practice? Garrett and Scott walk through the decision-making process to help Advisors better understand the questions they should be asking to get to the outcome they are looking for as simply as possible.
If you would like to discuss this process or explore your options, feel free to reach out at 919-561-2436, or email [email protected]. You may also use Garrett’s Calendar Link to schedule a call at your convenience. And to contribute to organizations aiding the relief efforts in the North Carolina mountains, please visit the Hurricane Helene Support Resource page.
Veteran industry consultant Scott Steele joins Garrett to discuss the options facing Advisors once they make a decision to go independent. What are some of the questions they face and what are the results of each decision and how they impact your practice? Garrett and Scott walk through the decision-making process to help Advisors better understand the questions they should be asking to get to the outcome they are looking for as simply as possible.
If you would like to discuss this process or explore your options, feel free to reach out at 919-561-2436, or email [email protected]. You may also use Garrett’s Calendar Link to schedule a call at your convenience. And to contribute to organizations aiding the relief efforts in the North Carolina mountains, please visit the Hurricane Helene Support Resource page.
Previous Episode
Modern Marketing: Practice What You Preach
1 RecommendationsDeveloping a sound marketing strategy to build a sustainable growth engine for your business follows a lot of the same principles you advocate for your clients. Investing in a long-term plan, staying patient and consistent, can pay huge dividends for your practice.
Feel free to reach out at 919-561-2436, or email [email protected]. You may also use Garrett’s Calendar Link to schedule a call at your convenience.
Next Episode
Action is the Language of Reality: Featuring Adrienne Grace
1 RecommendationsAdrienne Grace joins Garrett to discuss how she helps her clients focus their energy and efforts on the controllables of their business, and helps them to work with a clearer mind to better execute their business vision. To learn more about how Adrienne can help you further develop your practice, reach out to her or explore the resources below:
Adrienne Grace, CFA | LinkedIn
Adrienne Grace (@gracefully_adrienne) • Instagram photos and videos
To learn more or connect with Garrett, feel free to use this Calendar Link to schedule a call at your convenience, or reach out directly to 919-561-2436.
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