Progress hardly ever comes with out sacrifice—and for a lot of advisory agency house owners, which means making daring investments which may pinch margins in the present day to create momentum for tomorrow. This episode explores how strategic hiring, branding, and compensation design will help speed up progress whereas constructing a stronger, extra scalable staff.
Morgan Nichols is the CEO of LifeBranch Wealth Companions, an unbiased broker-dealer observe based mostly in Grapevine, Texas, overseeing $630 million in AUM for 830 households. Pay attention in as Morgan shares how she doubled her agency’s measurement in simply three and a half years partly by investing forward of the curve, from hiring earlier than capability hits a breaking level to rebranding her agency to replicate a broader, growth-oriented imaginative and prescient. You will learn the way she designed clear profession paths and compensation fashions that steadiness stability with alternative, why she added a devoted enterprise growth director to gas new progress, and what helped her keep resilient by way of difficult progress levels.
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