Are you a Growth Focused FA?
Most FAs we speak to say they want to grow, but aren't investing the appropriate resources to generate consistent growth.
Traits of the Growth Focused FA
✔︎ They understand the difference of owning a business vs. having a job.
✔︎ They have a well thought out business development plan.
✔︎ They invest the appropriate time and/or money to execute the plan.
✔︎ They understand the lifetime value of a client.
✔︎ They focus their efforts on client acquisition not awareness.
You can grow too, despite the challenge of juggling a book of clients and consistently prospecting at the same time...How? The Streamlined Advisor.
THE STREAMLINED ADVISOR
The Streamlined Advisor, Craig Scott, has over 20 years of experience as a successful Financial Advisor at Merrill Lynch and Morgan Stanley. He also owned RIA practice before selling his book to his partners.
Craig knows how hard it is to consistently grow a book while managing a book by yourself. He's here to help you grow/manage your practice with strategies that work, excite you, and differentiate you from the sea of other advisors.
If you're ready to build a referable practice for consistent growth and new strategic partnership, book a complimentary strategy session.