How to Take a Mature Practice to the Next...

How to Take a Mature Practice to the Next Level

September 28, 2023

Barron’s Hall of Famer, Spuds Powell appeared on Barron’s Advisor ‘The Way Forward’ Podcast and discussed how advisors can keep growing a wealth management practice once it reaches a mature stage.

Key moments from the podcast:

3:30: Knowing When it’s Time to Pass the Baton to the Next Generation
4:40: Maximizing Growth Opportunities with Existing Clients
5:25: The Value of Face to Face Communications
9:25: Strength of Referrals
12:45: Leveraging Individual or Firm Level Accolades


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The Barron’s Hall of Fame Advisor Award was issued in October 2022. KAR has not paid a fee to participate in the award or to reprint and distribute the result of the award.

The Barron’s “Top 100 Independent Advisors 2022” was given in September 2022 and covers the year 2022. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.