Get The DNA You Need to Grow Your Advisory Business

When it comes to growth whether personal development or mastering your own business there is a certain amount of intrinsic ability that may determine your success or failure.

When DNA sequencing became part of medical science years ago it was believed your fate had already been written in stone because of your heredity in genetic programming. Recent studies have shown whether you have good DNA or bad DNA. Mastery over your own self and personal development and knowledge that you acquire is the key determiner of success.

Much of this has to do with creative inspiration and taking cues from thought leaders can you help advisors grow their practice and build their businesses in smarter ways?

Courses that I’ve taken in leadership training divide this into two categories: first organic growth which comes naturally and second organic growth which is acquired through skills and knowledge that become available.

If you see an advisor that continues to grow his firm making decisions that appear flawless and seeing their firms grow to fold or three-fold over a short duration of time, you ask yourself who’s writing the script?

When you look under the hood and you talk to the people behind these enormous success machines, you’ll learn quite quickly that it’s not unconscious competence in play.

They’ll tell you it’s a conscious effort. These are advisors who grow their firms based on role models. Spending time attending seminars, consulting one on one with thought leaders, and learning from the best.

So, it’s for this reason that it’s important for you as an advisor who wants to grow their practice and gain the forward-thinking leadership that’s available from the pillars in our industry.

So you can benefit from the best DNA needed to help you grow, we've lined up giants from across the industry, each with a uniquely commanding vision for where we go from here . . . and how ground-level advisors can leverage their success.

Create enterprise value. Grow without doing a whole lot of work. Take the path of least resistance.

Keep your eyes open to exploit opportunities as well as avoid challenges. Bill Crager of Envestnet. Michael Kim of AssetMark. Daniel Needham of Morningstar. Evan Rapoport of SMArtX. Bob Herrmann, who owns EQIS and recently bought 3D Advisors.

They’re innovators, visionaries, consolidators. Empire builders.

They almost never gather in the same virtual room . . . they’re usually off in their own silos, steering their platforms.

Advisors stuck on one platform or another rarely get to see them interact. Does the future have room for all of them?

Who will be the last TAMP standing? We’ll find out on August 16. Craig Iskowitz, the leading advisor tech consultant around, will be on hand to weigh in.

Maybe you want to be on the same stage next year. That’s all right. It’s a blue ocean. They want to help.

Either way, this is not just a career option anymore. Having the right combination of technology and outsourced investment capability stopped being a luxury when the pandemic kicked in.

This is table stakes now if you want to stay in the business. Simply surviving in a world of inflation and endless volatility forces us all to get more flexible and more efficient . . . fast.

Our editor, Scott Martin recorded a video reminder, playing below for advisors to know what’s to come at the 2022 TAMP Growth Summit. Take a few minutes to listen to the lineup. It’s everyone that would matter most for both inspiration and activation.

If you’re inclined to want to know what the line-up of our presenters can teach on how o make your firm more valuable, we recommend that you register for this event today when it will cost you nothing.

Related: The 2022 TAMP Growth Summit Is Coming: Stop Struggling To Survive And Start Thinking About Thriving

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