It’s amazing how much I learn from fellow advisers, even after being in this profession for more than 35 years. As 1,300 advisers, team members and industry executives descended on the Excell 2019 conference in Chicago last month, the energy in the air from that collective wisdom was palpable.
You’d be surprised at the perspective you can gain by stepping back and looking at adviser behavior from a distance. Patterns reveal themselves.
I want to take a step back and examine two fundamental questions we asked our advisers and their teams.
The first focused on the feedback they’re getting from clients. After all, our current clients have a tremendous impact on how we make decisions and shift direction as we grow our firms.