Building Bold Visions for Next-Gen Advisory Firms

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Joe Duran, CEO of RISE Growth Partners, discussed how advisory firms can overcome the challenge of growing beyond their current capacities at the 2024 Nitrogen Fearless Investing Summit. He emphasized the importance of having a bold vision and actionable roadmaps to help advisors evolve and make quantum leaps. Duran outlined four key elements for organic growth: a selling culture, originality, clear client focus, and passion. He also highlighted the importance of understanding your brand promise and ensuring it aligns with client expectations. Regularly checking in with clients to gauge satisfaction is essential for continuous improvement and long-term success.