Thoughts and musings from my desk to you.

Advisory Practice Evolution

Gil penned a piece describing the evolution of his billion-dollar advisory practice in Financial Advisor Magazine!

“Many advisors get stuck in the path of least resistance methods and never evolve to scale.”

“Over my nearly four decades as an advisor, I’ve seen quite an evolution in my practice. There was a day when I would take on new clients with $2,000 IRAs, and I would buy securities for them as their whims dictated. I figured out what they thought worked, and I aligned my recommendations to their biases. My goal was to amass assets and aligning with client predispositions seemed the path of least resistance. But I began to realize that my practice would have no common themes if I allowed it to develop this way.”