Growing Without Losing the Personal Touch: Building a Financial Advice Business
How do you grow a financial advice business without losing the personal touch?
In this episode of The Adeptli Podcast, Jamie and Dave are joined again by Alex Kell, Principal of Quayside Wealth Management, to explore what it really takes to grow a financial advice business.
Alex shares the story of building Quayside from an academy start up into a growing, multi-adviser, multi-office advice firm, and reflects on the decisions, challenges and trade offs that come with growth.
The conversation covers recruitment, culture, process, client service, business acquisition, adviser development and…
The skinny
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