Is Growth the Right Choice for You?

If it seems like it’s time to grow your firm, there are several ways to go about it. But before making the decision to scale up, the first question you should be asking is whether growth is actually the right choice. You may have concerns about timing or whether your firm can handle the additional financial pressures growth brings—but you should also be open to the idea that growth may not be for you. No matter which choice you make, it’s important the decision you make stays authentic to your values.

On this Elementality, Dasarte Yarnway, Zach Ashburn, Emlen Miles-Mattingly, and Becky Walsh join Reese and Carl in a roundtable discussion addressing many of the common challenges advisors face.


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