Repivot Project Podcast Host | Author "Startup Smart" - US State Department | former Executive Director - Angle Center for Entrepreneurship | former VP of Sales-Verizon | past UN Summit Startup Mentor | TEDx Organizer |
Businesses, not unlike people, are constantly evolving. For small business owners, not only is this true but perhaps magnified. Independent financial advisors also fall into this category. How does an advisor who loves what he or she does stay ahead of all the macro issues affecting the industry and still stay vigilant and honor his or her firm's unique value proposition? How does an advisor think about (and plan for) the longer-term horizon for that firm? Some might see a quandry. Marc Freedman CFP® at Freedman Financial saw an opportunity. Long-associated with LPL Financial, Marc saw a way to enhance his clients' experience while also freeing himself up to do other things important to both him and his family...and to provide an enhanced client experience with LPL. A win-win. The point here is this...successful small business owners need to ask themselves these important questions at some point of their journey. The answers to these questions may help "future-proof" your advisory firm. 1) Should I bring on a partner? 2) How can I enhance an existing partnership to the benefit of both parties? 2) Is there another way to handle the "back of house" so I can spend more time with clients? 3) How can I maximize the assets I have without adding more? #LPLMasters Mindy Freedman
President/CEO Freedman Financial CFP® | Keynote Speaker | Author | Financial Thought Leader | HOST Dollars & Sense
My beautiful wife, Laura, joined me for #LPLMasters in Marco Island. While there, Laura highlighted why my decision to join LPL Financial's Liquidity and Succession was one of the easiest decisions I've ever made. 👉 Check out her interview here: https://hubs.la/Q02nXdCw0
Marc's approach highlights the importance of adaptability and strategic thinking for small business owners. By leveraging partnerships and optimizing back-office operations, advisors can enhance client experiences while freeing up time for other pursuits.