Description

In this Modcast episode, Gordo and Mike Capelle explore strategies for building enterprise value in financial advisory firms. They highlight client-centric growth, post-acquisition integration, scalable investment management, next-gen advisor development, and key performance metrics. They'll dig into that and more:

• Understand your client and target market to deliver focused value.
• Distinguish between market-driven growth and genuine business expansion.
• Maintain a consistent brand message and client experience for maximum value.
• Invest in career paths and the next generation of advisors for sustained growth.

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Episode 013: https://youtu.be/3BC7LibB4OI 

Episode 006: https://youtu.be/2uK-wZgYLh0 

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