EP7: Mastering the Enterprise Model in Financial Advisory
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EP7: Mastering the Enterprise Model in Financial Advisory
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On this episode of the Top 1% podcast, Chas Emerson, Jesse Holman, and Bill Conroy discuss the progression of a financial advisory practice from solo to ensemble to an enterprise model. They delve into the challenges and opportunities at each stage, emphasizing the shift from an individualistic "eat what you kill" mentality to a collaborative, company-first approach. Jesse and Bill share their experiences building HCP companies, highlighting the importance of specialized roles, team collaboration, and a long-term vision for business longevity and succession planning.
Securities, Investment Advisory and Financial Planning Services offered through qualified registered
representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood,
TN 37027 (615) 309-6300. Axiom Planning Resources is not a subsidiary or affiliate of MML Investors
Services, LLC or its affiliated companies.
CRN202807-8986847
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