Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

You’re a pro at helping clients handle change in their financial plans, but how can you navigate major transitions in your own business? As an entrepreneur and advisor, you have to continue to give clients excellent service even during times of change; today’s guest is very familiar with this professional challenge. Jim Greenwood is a Managing Partner at Blue Sky Lasting Wealth. A CFP with 25 years of experience, he most recently transitioned to IPC Securities and founded BlueSky Lasting Wealth. Listen to the episode to hear what Jim has to say about managing changes — both in your career and in the industry. What You’ll Learn in This Episode: How Jim is handling major changes to his business (1:25) How Jim got into wealth management — and how the landscape is different today (4:10) Meeting high service standards with amazing communication (7:00) Approaching transition and succession plans (13:40) How a financial plan is like a marathon (16:05) The most difficult aspect of advis