The Advisor Lab by CION

Episode 147 Creating the Practice You Want: Innovating Life Balance + Entrepreneurship


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Michael Clarke, author of A Firm Worth Building, has figured out the balance between doing the work of an advisor and the work of running a business. Advisors can be prisoners of their own success, and Michael has created a framework and mindset for coaching advisors that covers everything from branding to firm culture to growth strategies, and that allows Advisors to focus streamline their own workload. Along the way, he developed National Referral Network, a COI community that focuses on helping every member create more value for clients. 

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The Advisor Lab by CIONBy CION Investments

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