Advisors looking for growth models need look no further than Sageview Advisory, a leading retirement firm. 24 offices across the U.S. supported by 140 employees. 1200 retirement plan clients. Over $100 B in AUM. A list of industry accolades so long, it is rivaled only by the list of credentials and years of experience of the executives and team members supporting the firm. But the firm’s founder, Randy Long, is not resting on his laurels. What kind of feedback from plan sponsors has led the firm to make big changes to its focus? What does Randy think has triggered the holistic wellness movement? How has the team at Sageview successfully come together to shift to a new collective mindset? How did the team figure out how to deliver holistic wellness at scale, while still preserving the firm’s personal brand? Where does Randy see the industry headed in the next 3-5 years? How will small advisory firms stay competitive as the industry continues to consolidate? What is one lesson Randy has personally learned in the past several years as he continues to grow his firm? And how does the firm practice gratitude by giving back? Join Ross as he chats with one of our industry’s most respected founders.

Resources:
SageView Advisory
Sageview Foundation
Schwab Survey
VOYA Cares