Episode 13 – The Purposeful Advisory Firm

Do you want to build an enterprise or a preserve a lifestyle business?

Today, Raef Lee discusses his white paper, “The Purposeful Advisory Firm,” to uncover the key characteristics of lifestyle advisors and enterprise advisors. Raef places a special focus on how each advisor-type can cultivate purposeful firms as they evolve from the startup phase to mature-firm status.

In this episode, you’ll learn:

  • About the different needs that firms have at different stages of maturity
  • About the varied client-advisor relationships that develop in mature firms
  • What the four essential components of every firm are and why they matter
  • Why there’s no right or wrong when it comes to your firm type
  • And more!

Tune in to learn how you can make the most of your firm by having a firm understanding of who you are!

Resources:   The Purposeful Advisory Firm Whitepaper | Practically Speaking Blog | Raef Lee’s Twitter | SEI LinkedIn | SEI Facebook


Leave a Reply