Adam is the Director of Advisor Growth focusing on the business development, mentorship and coaching of our advisors. Adam collaborates with the advisors’ creating goals, business plans, and key initiatives that need to be accomplished year-in and year-out. He works with advisor teams to help find opportunities in their practice (practice management, staff structure, technology, acquisitions and much more) to help them grow. He collaborates with the partners to oversee daily operations along with relationship management in order to help the organization grow overall.
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