Expanding a Thriving Practice
Update: 2024-11-19
Description
In this episode of The Complete Advisor, host Dennis revisits Matt Schuler, whose prior appearance was the show’s most popular episode. Sixteen months later, Matt shares how he expanded his practice, adding partnerships across multiple states and integrating systems to streamline growth while maintaining quality service. He discusses mentoring advisors, particularly those with series 65 licenses, and offering them structured AUM partnerships.
Matt highlights lessons learned, such as proactive client communication during market volatility, continuous education, and the power of delegation for maintaining work-life balance. He shares updates on new workshop strategies, including “Ladies First Retirement,” tailored to address women's unique retirement concerns. For aspiring advisors, Matt advises setting ambitious goals, investing in team support, and embracing lifelong learning. This episode provides actionable insights on scaling a successful financial advisory practice.
Matt highlights lessons learned, such as proactive client communication during market volatility, continuous education, and the power of delegation for maintaining work-life balance. He shares updates on new workshop strategies, including “Ladies First Retirement,” tailored to address women's unique retirement concerns. For aspiring advisors, Matt advises setting ambitious goals, investing in team support, and embracing lifelong learning. This episode provides actionable insights on scaling a successful financial advisory practice.
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