The Infinite Team: Building a Purpose-Driven Financial Advisory Practice That Outlasts Your Career - Softcover

Russell, Ben A.

Softcover

ISBN 13: 9798950583230

Verlag: Influential Advisor Media, 2026

Inhaltsangabe

You built the practice from nothing. The clients came. The revenue grew. And somewhere in the middle of all that success, you stopped being able to take a full week off. If you are managing 200, 250, or 300 client relationships and quietly dreading the thought of doing it the same way for another decade, you have hit what Ben Russell calls the solo practitioner's paradox. Your success has become your trap. The Infinite Team is for financial advisors who have reached the ceiling of the solo model and want a different path. Over 25 years, Ben and his partners transformed a lifestyle practice into an enterprise firm built to serve families across generations, long after any one advisor steps back. Drawing on his work as a certified behavioral coach and a master's degree in wellness management, he leads with a simple conviction: build from values and guiding principles first, and the growth follows. This is not another practice management book full of metrics and growth charts. It is an honest roadmap for building something that lasts. Inside, you will learn how to run a clear-eyed self-assessment of whether you are built to lead a team, how to create your firm's foundation from values rather than org charts, how to develop the next generation of advisors, and how to protect the client relationships you have spent years earning as your practice changes around them. You will also learn how to build a multigenerational practice, how specialization works inside a team, and how to recognize when joining an existing team beats building your own. The path is not easier. It asks you to let go of control, of being the smartest person in the room, of needing the credit. But it gives you back your calendar, your family time, and a firm that keeps the promises you made to the families who trust you. It is hard. And it is worth it.

Über diesen Titel

Über die Autorin bzw. den Autor

Ben Russell is a founding partner of a purpose driven advisory team in New England. Over 25 years, he and his partners have built a firm that transitioned from a 'lifestyle' practice to an 'enterprise' practice to ensure that their team lives on to serve generations of client families. Their mantra, Invested in Family, is not only an externally focused on clients. It is internal focused on our team as family.With a background as a certified coach and a mastered degree in Wellness Management, Ben leads with intentional focus on values and guiding principles. We built a team from 'the inside out' and have been awarded the Forbes Best-in-State Wealth Management Team (2024-2025). There are 3 legs to Invested in Family. Clients, Our Team, and our own Family. When outside work, Ben can be found paddleboards, gravel biking and trekking through the woods with his wife or adventuring throughout the world while visiting their 4 adult children.

Details zur Ausgabe

• Verlag: Influential Advisor Media
• Erscheinungsdatum: 2026
• Sprache: Englisch
• ISBN 13: 9798950583230
• Einband: Taschenbuch
• Anzahl der Seiten: 162
• Kontakt zum Hersteller: Nicht verfügbar
• Verantwortliche Person: gpsr@libri.de; gpsr@libri.de; ; Europaallee 1; Bad Hersfeld; 36244; Deutschland