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.
✔ 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
Advisor Consulting Director
USA Financial
Chief Marketing Officer
USA Financial
This communication is for informational purposes only and is intended for financial professionals. Individual results may vary.
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