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Elite Advisors’ Tough Choices Set the Stage for Future Growth

·3 min read
Elite Advisors’ Tough Choices Set the Stage for Future Growth

Growing an advisory business is hard, partly because implementing a new business strategy may mean taking a temporary step back in order to move ahead. Two top-ranked U.S. advisors, Lyon Polk of Morgan Stanley Private Wealth Management and Geri Pell of Ameriprise Financial Services, shared key decisions they made to grow their practices at Barron’s 2021 Australia Summit in April. Find great people to fill in gaps and diversify the skills and services you can offer, Polk and Pell agreed.