Matt Matrisian, president at Signature Estate & Investment Advisors, explains why growth and scaling require advisors to shift from an entrepreneurial owner mentality to an enterprise-focused leadership mindset that guides strategy, operations and process design.\u00a0<\/p>\n
Matrisian describes a \u201chealthy tension\u201d that can facilitate growth. Businesses need scalable back-office infrastructure\u2014data, compliance, client experience support and centralized planning, advanced planning and tax services\u2014and nimble front-office teams to avoid over-engineering (a culprit in dampening entrepreneurship).\u00a0<\/p>\n
The interview also explores common delays driven by fear, for example:\u00a0<\/p>\n
Postponing decisions on access to capital<\/p>\n
Building a capable executive leadership team<\/p>\n
Establishing an ownership structure that can offer equity to advisors and internal leaders earlier rather than later.\u00a0<\/p>\n
Find out more about Wealth Management EDGE \ud83d\udd17 https:\/\/informaconnect.com\/edge\/<\/a><\/p>\n