In episode 11 of The Modcast, hosts Jason Gordo and Gary Roth host our first guests and dive into:

• Real Stories from Real Offices
  • Guests Dean Barber and Mark King shared how their teams experienced meaningful career growth after joining Modern Wealth. From investment platform roles to office leadership, their stories illustrate the human impact of strategic decisions.
• Selling a Business Is More Than a Financial Transaction
  • The decision to sell or merge a firm impacts more than just ownership, it reshapes the career trajectories of the entire team. Advisors must consider how their team will be supported, challenged, and elevated post-transaction.
• Career Pathing Is a Strategic Priority
  • Firms like Modern Wealth prioritize career development, offering team members the chance to grow into national roles, leadership positions, and specialized departments. Employees can stay in their current roles or explore new ones across the organization.
• Rebranding Requires Courage and Clarity
  • Transitioning from a legacy brand to a unified national identity can be emotionally challenging, but it reinforces consistency, scalability, and long-term vision. Clients care more about relationships than logos.
• Operational Relief Unlocks Growth
  • Centralized compliance, marketing, and investment support free up advisors and staff to focus on client service and business development. This operational lift is often a key motivator for joining a larger platform.

Episode 010: https://youtu.be/qWw9hQZS_IQ

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