Producers who own their practice have the unique opportunity to increase its value and accelerate growth in order to form a sustainable business model and a legacy practice. Advisors in this position typically take one of two different approaches in their careers. Some operate their practice as though they are simply an employee rather than a business owner. On the other hand, an advisor with a business owner mentality can optimize their practice structure to increase their quality of life and … [Read more...]
About the Author
Steven is a 31-year member of the Million Dollar Roundtable and has received 14 Court of the Table and 10 Top of the Table qualifications. He is also a Certified Professional Coach specializing in growth and transition for successful financial advisors who want to reach next level success. Active for many years in MDRT leadership, Plewes most recently served as Divisional Vice President of the Practice Management Division. After a brief career in music, Steve used his creativity and humor to build a successful relationship based practice spanning more than 37 years. He is the former President of Advisors Financial Group in Germantown, Md., where he specialized in income and distribution planning for corporate executives, widows, and retirees.