Ep. 2: John Furey: Working On Your Business While Working In Your Business

While the RIA industry has enjoyed substantial growth in recent years, are RIA businesses truly growing? The answer may not be clear-cut given the market appreciation we’ve experienced. In this episode John Furey, Founder and Managing Partner of Advisor Growth Strategies, joins host Bill Coppel – Chief Client Growth Officer at TradePMR and head of Advisor Evolution Sciences, a TradePMR Company – to dive into this question. Listen as they explore: • What it means to go from being a practitioner to a business owner • The value of organizing your business around a well-defined vision and strategy • Levers RIAs may want to consider as they position themselves for growth Subscribe now, and connect with us on social media: • YouTube -    / @tradepmr   • LinkedIn -   / tradepmr   • Facebook -   / videos   Get the transcript for this episode at synergize.advisorevolutionsciences.com - https://synergize.advisorevolutionsci... This episode is sponsored by Advisor Evolution Sciences, a TradePMR Company. To learn more about Advisor Evolution Sciences, visit www.advisorevolutionsciences.com. About John Furey: John is the Founder and Managing Partner of Advisor Growth Strategies, a management consulting and transaction advisory firm that works with financial advisory firms and institutions looking to grow or solve a key management challenge. John started Advisor Growth Strategies to do what he loves professionally – help business owners advance their financial advisory firms – and has worked with over 350 firms representing more than $450 billion in investable assets. In addition to working with clients, John conceptualized and created aRIA: The Alliance for Registered Investment Advisors, a think tank made up of seven industry firms dedicated to improving the RIA industry through a culture of continuous learning and sharing. Earlier in his career, John served in senior leadership roles at Charles Schwab and Co. He has been quoted in The Wall Street Journal, Investment News, Barron’s, RIABiz, Financial Planning, Think Advisor, CityWire and Financial Advisor, and has spoken at national industry events. More About John: LinkedIn:   / jfureyags   Website: https://www.advisorgrowthllc.com/team Disclosures: If you want to join the conversation or connect with us, please visit us at synergize.advisorevolutionsciences.com. This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a Member of FINRA and SIPC. Trade-PMR, Inc. is registered with the Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. Custodial services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2024 Trade-PMR, Inc