Sam Carroll has passed many milestones on his path to growing Talem Wealth.

He’s transitioned from an old way of doing things to the new, invested time and effort into systemising to create a highly profitable operation, and is one of a new breed of practices partnering to form a new type of Licensee - in this case, Walker Lane - based more on common purpose rather than brand.

That's not to say there haven't been a fair few challenges. Like most advice firms over the past five years, they've been battered by legislative change, lockdowns, resourcing and more, so there's plenty to talk about.

In this session we'll explore:

How they have focused on creating systems that allow them to deliver valuable advice and be profitable enough to reinvest in growth,

The transitions they've made and how they approached them,

How the Walker Lane alliance came into being and why they believe this model has worked for them,

Where they see the industry headed for firms who want to stay deliberately boutique and how they're facing the future.

This Masterclass will be a boon for anyone on their own growth journey to building a small but highly profitable practice.

 

 

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Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

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