<img height="1" width="1" src="https://www.facebook.com/tr?id=1679314142361781&amp;ev=PageView&amp;noscript=1">
Skip to content

From Solopreneur to Scalable Team: Casting the Growth Vision for Your Advisory Practice

Advisor Advancement Livestream Series


Thursday, May 8th

2:00pm ET

Most advisors start their practice focused on serving clients—not building teams. But if you’re serious about scaling, succession, or simply buying back your time, your future hinges on more than just your production—it hinges on your people.

So, how do you scale your practice without burning out or losing your best team members?

Join us for an engaging livestream where Mark Mersman and Aaron Grady share strategies for building and retaining an all-star team inside your financial practice. Whether you’re a solo advisor or managing a growing team, this session will help you think bigger and plan smarter.

The firms that win the next decade won’t be the ones with the best logo or the slickest website—they’ll be the ones who know how to build, grow, and keep the right team.

If you’ve ever lost a great employee—or worried about it happening—this is your roadmap to stop being a steppingstone and start building real loyalty.

Join us LIVE on Thursday, May 8th, at 2:00pm ET.

This is a can’t miss livestream for advisors thinking about growth and how to scale without burnout.

 

What We'll Cover

✔ How to create a clear career track for junior advisors and support staff

✔ The real reason good employees leave (and what to do about it)

✔ When and how to build leadership roles, phantom equity, or profit sharing

✔ Why most advisors fail at managing people and how to fix it

 

Livestream Speakers

grady-aaronAaron Grady

Advisor Consulting Director
USA Financial

Mark MersmanMark Mersman

Chief Marketing Officer
USA Financial

This communication is for informational purposes only and is intended for financial professionals. Individual results may vary.
Please consult your firm’s compliance team for specific firm policies and guidance.