Blog

Thoughts and musings from my desk to you.

Advisory Practice Evolution

Advisory Practice Evolution

Advisory Firm, entrepreneurship

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.”

Read More

Gil's Musings

Learn about the world of investing from a 36-year industry veteran. Gil's Musings are inspired by Gil's thoughts on timely finance topics, stock market trends and the psychology behind smart investments.

Sign up to receive Gil's Musings directly to your inbox.

This field is for validation purposes and should be left unchanged.