Driving Enterprise Growth
Includes Q&A - with Duncan
Tuesday, December 17th at 12 pm ET
For RIA and Broker/Dealer enterprise leaders, the mandate is clear: scale advisor impact, retain valuable clients, and drive net new assets. But achieving these goals across a large advisory team requires a strategic approach that balances growth with high standards of client engagement.
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Always be Interested
2023-01-03 • 2 minute read

Meeting with Prospective Clients If you’ve ever been to a large sporting event and a spontaneous chant or wave erupted and took hold throughout a stadium filled with thousands of people, it’s essentially a social form of phase transition where the energy in the building evolved into an organic harmonic pattern. After a concert or theatrical show, the crowd bursts into an applause where the clapping is in sync and transitions to a standing ovation – nobody told them to do it. It’s said that two metronomes will synch up within 30 minutes. It’s said that the hearts of two people in close proximity and with affection for each other will start beating together.

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