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!