This is the full session from Growing Your Firm Beyond You, the framework for aligning your team around where your firm is actually headed, what it takes to elevate your own role as a leader while bringing your team up with you, and a real, in-progress look at this exact transformation from Chris Brown, President and Founder of Ivy League Financial Advisors.
Want to go deeper?
Download Forged Foundations: The Advisor's Guide to Building the Operational Infrastructure That Scales, our free guide walking through how to audit your current infrastructure, standardize for consistent, institutional-grade delivery, and eliminate the operational drag keeping you in the weeds.
Chris's book recommendations: The Greater Game: A Blueprint for Exponential Growth and Freedom by Dan Sullivan (The Strategic Coach) and John Bowen (CEG Worldwide)
Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth by Christopher Snider and Scott Snider of the Exit Planning Institute
