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    Blueprint to Breakthrough: Grow Your Advisory Business

    Episode 2

    Description: A clear plan focusing on clients with the right team is the blueprint Advisors need to grow their business. Learn more with Bryan Spencer and his guests Brian Dudley (Senior VP of Business Development at Secure Financial Group) and Randall Joseph (Secure Financial Group and Secure Asset Management’s Chief Compliance Office).

    Key takeaways:

    1. Blueprint for success: A clear understanding of their ideal client, a marketing strategy, and a team of experts to support them in areas like compliance and money management.
    2. Time is money: Outsourcing tasks like marketing and compliance can free up time for advisors to focus on their core competencies and build relationships with clients.
    3. Independent evolution: Some advisors are finding that they miss the team support and resources available at large

    Read more


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    Insurance services offered through Secure Investors Group. Advisory services offered through Secure Asset Management, L.L.C., a Registered Investment Advisor. Tax services offered through Secure Tax Services, L.L.C. Mortgage services offered through Secure Mortgage Funding, L.L.C. Securities offered through Aurora Securities, Inc. (ASI) Member: FINRA/SIPC. The aforementioned companies are all affiliated companies and maintain common ownership. They do not offer legal advice or services.