THE G2 JOURNEY : FROM TEAM MEMBER TO LEADER TO OWNER

The G2 Journey : From Team Member to Leader to Owner [Roundtable Talk]

Your commitment to an advisory business can change over the course of your career, as you go from valued team member to leader to owner.

The final step to ownership often culminates in an actual buy-in and can be unexpectedly eye opening for an advisor who thinks they have already cultivated an ownership mindset.

The financial obligation can enhance an already strong sense of duty to the business and can pull the bigger picture into focus. As an owner you're no longer responsible for just the projects on your own desk, but for the performance and success of the business as a whole.

In this Roundtable Talk, the FP Transitions G2 ownership team talks about their own evolution and how their obligations and perceptions changed at each stage of the journey.

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