Gaining Perspective

As an advisor firm grows, it will face a series of inflection points: when it transitions from a solo practitioner to a more leveraged business model; as it moves from a co-operative practice to an ensemble; and in the transition from a multi-advisor firm to a large-scale enterprise. Here to talk about those inflection points at the unique challenges they present is Kenton Shirk.

Show Notes

As an advisor firm grows, it will face a series of inflection points: when it transitions from a solo practitioner to a more leveraged business model; as it moves from a co-operative practice to an ensemble; and in the transition from a multi-advisor firm to a large-scale enterprise. Here to talk about those inflection points at the unique challenges they present is Kenton Shirk.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.