When I speak with advisors about their vision for their practice, the topic of growth frequently comes up. The desire to grow one’s firm seems to be universal at most stages of an advisor’s career. But the best way to achieve momentum—and success—is different for everyone.
To gain insights on growth strategies for financial advisors, Commonwealth held a panel discussion at our National Conference in October 2019. There, a group of top Commonwealth advisors talked about the choices that propelled their success, as well as the opportunities and challenges they faced along the way. Each speaker’s story conveyed the depth of expertise, passion, and humor needed to initiate and maximize business growth.