Running an efficient, successful and profitable practice is something most advisors aspire to do. However, making this goal a reality takes hard work, dedication and a willingness to not only learn new things, but also admit when you could improve on something. As the founder of Brandywine Oak Private Wealth, Michael Henley brings more than a dozen years of experience in providing financial advice and guidance to highly successful families. In this episode, Michael joins Matthew to share his advice on running a successful firm, including the importance of being vulnerable, honest and open to communication.
Listen in as Michael explains how to decide which conferences to attend (and are likely to offer actionable takeaways), as well as how to ensure you’re getting the most from these sessions. You will learn how to create your own mastermind, how to approach others in the industry to get advice and how to ensure your firm is running as efficiently as possible.
It’s worth getting educated. – Michael Henley Click To Tweet
The more you can meet other like-minded, growth-oriented advisors—it’s invaluable. – Michael Henley Click To Tweet
Being vulnerable is so critical for growth. – Michael Henley Click To Tweet
Learning from real experiences to help you grow your practice.See More
Where do you fall on delivering tax value to your clients?See More
If your work isn’t hyper-intentional, you’re just playing office.See More