This presentation offers an in-depth exploration of the most effective, practical strategies firms can implement today to enhance the success and long-term vitality of their financial advisors, focusing specifically on accelerating branch-level growth. We will analyze the current support landscape and provide a clear framework for defining successful advisor outcomes.

The session will focus on high-impact strategies designed to accelerate advisor success through targeted support in the following areas:

• Comprehensive Fee-Based Planning: Providing the necessary support, tools, and training to position advisors to drive the shift toward holistic, fee-based service models.
• Talent Pipeline & Succession: Implementing effective branch-level recruiting of next-generation advisors to support the planning function, while simultaneously providing resources and guidance for existing advisors to establish long-term succession plans, ensuring business continuity.
• Client Based Expansion & Wallet Share: Supporting advisors in increasing their client count through strategic acquisitions of books of business and cultivating a firm-wide referral-friendly environment to increase wallet share by deepening client relationships.
• Home-Office Internship Program: Introducing a blueprint for a centralized internship program designed to feed a pipeline of talented individuals and support growth at all levels of the firm.