In this episode, Jeff and Randy discuss:

• Randy’s background in accounting and how he transitioned to wealth management.

• The ingredients of a partnership that can endure.

• Promoting your firm to specialty markets.

• Growth and future goals at Randy’s firm.

Key Takeaways:

• Seminars can be a great form of business development - but you have to be presenting what people are really looking for.

• Friendship and trust are key to a partnership - you have to be concerned about your parent more than yourself and in reverse.

• Serve first. Learn constantly.

• Keep a focus on your messaging especially during transition periods.

"As far as growth is concerned from a revenue or firm standpoint, those numbers will stay the same, but really, focusing on growing the people - growing the team - so it gets bigger and stronger. And so that in 10 years when we do want to slow down, I know our clients are in really, really good hands." — Randy Siller

Connect with Randy Siller:

Website: SillerAndCohen.com

LinkedIn: linkedin.com/in/randypsiller

Connect with Jeffrey Concepcion:

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

Facebook: https://www.facebook.com/stratoswealthpartners

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/