Working ON Your Firm, Not IN

Every Wealth Management Firm is comprised of two primary components. Component A (represented by the front wheel) is your role as an advisor, serving clients, investing, etc. Component B (represented by the back wheel) is the running of the firm itself. This includes things like strategy, developing your team and casting vision. When both wheels are in sync, there is a tremendous synergy that can be created, but that won’t happen by accident.