Do you want to build an enterprise or a preserve a lifestyle business?

Today, Raef Lee discusses his white paper, “The Purposeful Advisory Firm,” to uncover the key characteristics of lifestyle advisors and enterprise advisors. Raef places a special focus on how each advisor-type can cultivate purposeful firms as they evolve from the startup phase to mature-firm status.

In this episode, you’ll learn:

About the different needs that firms have at different stages of maturity

About the varied client-advisor relationships that develop in mature firms

What the four essential components of every firm are and why they matter

Why there’s no right or wrong when it comes to your firm type

And more!

Tune in to learn how you can make the most of your firm by having a firm understanding of who you are!

Resources:   The Purposeful Advisory Firm Whitepaper | Practically Speaking Blog | Raef Lee’s Twitter | SEI LinkedIn | SEI Facebook