Apr 20, 2020
My guest today is
Jim Palumbo. Jim
is a veteran of the
financial services industry, with more than 25 years of experience
in creating and managing organizations that grow and preserve
In this conversation, Jim explores different options that are available to today’s advisors who are looking for a path to independence, and why it’s important for an advisor to begin with what his or her vision and purpose of independence is.
Don’t miss one of our favorite
moments, when Jim shares his experience of creating what he calls a
“Living Library” at Dynamic Advisor Solutions. It may be helpful to
read an article to solve a problem, but it’s measurably better to
get access to a community of professionals who have already solved
that problem and looked at it from a dozen different
As you think about this conversation, how are you inspired to differentiate your firm? Will you discover new partnerships, practice management systems, business development ideas, or creative and unique client experiences? Whichever area you begin with, take Jim’s advice and connect with a peer group to strengthen your practice and build the life you’ve dreamed about.
Looking for more ideas about growing your
Model FA Facebook Community, where you will find expert advice on how to
launch, grow, scale, and transform your firm with an incredible
client experience. Or, check out our Model FA Accelerator, a premier coaching and practice management
program for entrepreneurial financial advisors.
Connect with The Model FA